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TwinBeech Capital’s Customers Bancorp CUBI Stock Holding History

TwinBeech Capital’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
2025
Q2 		– Sell
-13,361
Closed -$671K – 705
2025
Q1 		$671K Sell
13,361
-62,002
-82% -$3.25M 0.01% 543
2024
Q4 		$3.67M Buy
75,363
+1,052
+1% +$52.9K 0.06% 268
2024
Q3 		$3.45M Buy
+74,311
New +$3.87M 0.07% 325

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TwinBeech Capital's CUBI Position: Q2 2025 in Review

TwinBeech Capital sold out of Customers Bancorp (CUBI) in Q2 2025, closing a stake of 13,361 shares — an estimated $671K sold.

TwinBeech Capital first reported a position in CUBI in Q3 2024 and held it in 3 quarters. The position peaked at $3.67M in Q4 2024. 240 funds tracked by Wall St. Rank hold CUBI as of Q2 2025.

  • TwinBeech Capital reported no remaining Customers Bancorp position as of Q2 2025 after selling out during the quarter.
  • TwinBeech Capital sold 13,361 Customers Bancorp shares in Q2 2025, an estimated $671K.
  • TwinBeech Capital first reported a position in Customers Bancorp in Q3 2024 and held it in 3 quarters.
  • TwinBeech Capital's Customers Bancorp position peaked at $3.67M in Q4 2024.
  • 240 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.