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Tidal Investments’s Customers Bancorp CUBI Stock Holding History

Tidal Investments’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7M Sell
299,421
-4,221
-1% -$319K 0.04% 424
2026
Q1 		$21.1M Sell
303,642
-15,005
-5% -$1.09M 0.04% 355
2025
Q4 		$23.3M Sell
318,647
-25,332
-7% -$1.74M 0.06% 266
2025
Q3 		$22.5M Buy
343,979
+41,997
+14% +$2.76M 0.05% 288
2025
Q2 		$17.7M Buy
301,982
+94,105
+45% +$4.77M 0.11% 227
2025
Q1 		$10.4M Buy
207,877
+81,794
+65% +$4.29M 0.08% 254
2024
Q4 		$6.14M Buy
126,083
+5,280
+4% +$265K 0.05% 375
2024
Q3 		$5.61M Sell
120,803
-65,390
-35% -$3.4M 0.06% 302
2024
Q2 		$8.93M Sell
186,193
-11,097
-6% -$524K 0.12% 154
2024
Q1 		$10.5M Sell
197,290
-252,250
-56% -$13.3M 0.17% 106
2023
Q4 		$25.9M Buy
449,540
+60,294
+15% +$2.62M 0.6% 35
2023
Q3 		$13.4M Sell
389,246
-92,998
-19% -$3.36M 0.41% 35
2023
Q2 		$14.6M Sell
482,244
-90,752
-16% -$2.03M 0.43% 41
2023
Q1 		$10.6M Buy
572,996
+244,730
+75% +$6.67M 0.35% 47
2022
Q4 		$9.3M Buy
328,266
+25,241
+8% +$787K 0.36% 47
2022
Q3 		$8.93M Sell
303,025
-12,474
-4% -$441K 0.37% 46
2022
Q2 		$10.7M Buy
315,499
+76,554
+32% +$3.11M 0.39% 43
2022
Q1 		$12.5M Buy
238,945
+15,560
+7% +$948K 0.37% 48
2021
Q4 		$14.6M Buy
+223,385
New +$12.3M 0.45% 37

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Tidal Investments's CUBI Position: Q2 2026 in Review

Tidal Investments reduced its Customers Bancorp (CUBI) stake by 1.4% in Q2 2026, selling an estimated $319K and leaving 299,421 shares worth $23.7M. The position accounts for 0.04% of the portfolio, ranked #424.

Tidal Investments first reported a position in CUBI in Q4 2021 and has held it in 19 quarters since. The position peaked at $25.9M in Q4 2023. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Tidal Investments held 299,421 shares of Customers Bancorp worth $23.7M as of Q2 2026.
  • Tidal Investments sold 4,221 Customers Bancorp shares in Q2 2026, an estimated $319K.
  • Customers Bancorp made up 0.04% of Tidal Investments's portfolio in Q2 2026, its #424 holding.
  • Tidal Investments first reported a position in Customers Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Tidal Investments's Customers Bancorp position peaked at $25.9M in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.