True Wealth Design
CUBI icon

True Wealth Design’s Customers Bancorp CUBI Stock Holding History

True Wealth Design’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
Q3 		$296 Hold
4
– – ﹤0.01% 2271
2026
Q2 		$317 Hold
4
– – ﹤0.01% 2337
2026
Q1 		$278 Hold
4
– – ﹤0.01% 2245
2025
Q4 		$293 Hold
4
– – ﹤0.01% 2129
2025
Q3 		$262 Hold
4
– – ﹤0.01% 2237
2025
Q2 		$235 Hold
4
– – ﹤0.01% 2021
2025
Q1 		$201 Buy
+4
New +$210 ﹤0.01% 1958

Other funds holding CUBI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Sippican Capital Advisors
Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

True Wealth Design's CUBI Position: Q3 2026 in Review

True Wealth Design held its Customers Bancorp (CUBI) position steady in Q3 2026 at 4 shares worth $296. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

True Wealth Design first reported a position in CUBI in Q1 2025 and has held it in 7 quarters since. The position peaked at $317 in Q2 2026. 44 funds tracked by Wall St. Rank hold CUBI as of Q3 2026.

  • True Wealth Design held 4 shares of Customers Bancorp worth $296 as of Q3 2026.
  • True Wealth Design left its Customers Bancorp share count unchanged in Q3 2026.
  • Customers Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2271 holding.
  • True Wealth Design first reported a position in Customers Bancorp in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Customers Bancorp position peaked at $317 in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.