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Transamerica Financial Advisors’s Customers Bancorp CUBI Stock Holding History

Transamerica Financial Advisors’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 		$139K Buy
1,752
+520
+42% +$39.3K 0.01% 499
2026
Q1 		$85.5K Buy
1,232
+641
+108% +$46.6K 0.01% 556
2025
Q4 		$43.2K Buy
591
+404
+216% +$27.7K ﹤0.01% 567
2025
Q3 		$12.2K Buy
+187
New +$12.3K ﹤0.01% 695

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

Transamerica Financial Advisors's CUBI Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Customers Bancorp (CUBI) stake by 42% in Q2 2026, buying an estimated $39.3K and bringing the position to 1,752 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #499.

Transamerica Financial Advisors first reported a position in CUBI in Q3 2025 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Transamerica Financial Advisors held 1,752 shares of Customers Bancorp worth $139K as of Q2 2026.
  • Transamerica Financial Advisors bought 520 Customers Bancorp shares in Q2 2026, an estimated $39.3K.
  • Customers Bancorp made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #499 holding.
  • Transamerica Financial Advisors first reported a position in Customers Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 297 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.