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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
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

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

True Wealth Design's CUBI Position: Q2 2026 in Review

True Wealth Design held its Customers Bancorp (CUBI) position steady in Q2 2026 at 4 shares worth $317. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

True Wealth Design first reported a position in CUBI in Q1 2025 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • True Wealth Design held 4 shares of Customers Bancorp worth $317 as of Q2 2026.
  • True Wealth Design left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2337 holding.
  • True Wealth Design first reported a position in Customers Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.