Truist Financial
CUBI icon

Truist Financial’s Customers Bancorp CUBI Stock Holding History

Truist Financial’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 		$543K Buy
6,864
+843
+14% +$63.8K ﹤0.01% 2150
2026
Q1 		$418K Buy
6,021
+1,739
+41% +$126K ﹤0.01% 2180
2025
Q4 		$313K Buy
+4,282
New +$294K ﹤0.01% 2298
2024
Q3 		– Sell
-11,243
Closed -$539K – 2558
2024
Q2 		$539K Hold
11,243
– – ﹤0.01% 1929
2024
Q1 		$597K Buy
11,243
+87
+0.8% +$4.58K ﹤0.01% 1872
2023
Q4 		$643K Sell
11,156
-361
-3% -$15.7K ﹤0.01% 1835
2023
Q3 		$397K Sell
11,517
-2,323
-17% -$84K ﹤0.01% 2048
2023
Q2 		$419K Buy
+13,840
New +$310K ﹤0.01% 2053
2022
Q3 		– Sell
-15,177
Closed -$515K – 2549
2022
Q2 		$515K Buy
15,177
+28
+0.2% +$1.14K ﹤0.01% 1881
2022
Q1 		$790K Hold
15,149
– – ﹤0.01% 1747
2021
Q4 		$990K Sell
15,149
-5,400
-26% -$296K ﹤0.01% 1642
2021
Q3 		$884K Sell
20,549
-8,908
-30% -$347K ﹤0.01% 1683
2021
Q2 		$1.15M Buy
29,457
+20
+0.1% +$720 ﹤0.01% 1556
2021
Q1 		$937K Sell
29,437
-25,604
-47% -$674K ﹤0.01% 1632
2020
Q4 		$1M Buy
55,041
+27,172
+97% +$431K ﹤0.01% 1478
2020
Q3 		$312K Buy
27,869
+4,271
+18% +$50.7K ﹤0.01% 1996
2020
Q2 		$284K Buy
23,598
+17
+0.1% +$189 ﹤0.01% 1982
2020
Q1 		$258K Buy
23,581
+2,122
+10% +$41.1K ﹤0.01% 1955
2019
Q4 		$511K Buy
+21,459
New +$493K ﹤0.01% 1844

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

Truist Financial's CUBI Position: Q2 2026 in Review

Truist Financial increased its Customers Bancorp (CUBI) stake by 14% in Q2 2026, buying an estimated $63.8K and bringing the position to 6,864 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Truist Financial first reported a position in CUBI in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.15M in Q2 2021. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Truist Financial held 6,864 shares of Customers Bancorp worth $543K as of Q2 2026.
  • Truist Financial bought 843 Customers Bancorp shares in Q2 2026, an estimated $63.8K.
  • Customers Bancorp made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2150 holding.
  • Truist Financial first reported a position in Customers Bancorp in Q4 2019 and has held it in 19 quarters since.
  • Truist Financial's Customers Bancorp position peaked at $1.15M in Q2 2021.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.