UBS Group’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $55.2M | Sell |
698,088
-330,825
| -32% | -$25M | 0.01% | 1641 |
|
|
2026
Q1 | $71.4M | Buy |
1,028,913
+754,980
| +276% | +$54.9M | 0.01% | 1302 |
|
|
2025
Q4 | $20M | Buy |
273,933
+51,725
| +23% | +$3.55M | ﹤0.01% | 2592 |
|
|
2025
Q3 | $14.5M | Buy |
222,208
+11,714
| +6% | +$770K | ﹤0.01% | 2910 |
|
|
2025
Q2 | $12.4M | Sell |
210,494
-56,477
| -21% | -$2.86M | ﹤0.01% | 2863 |
|
|
2025
Q1 | $13.4M | Buy |
266,971
+126,239
| +90% | +$6.63M | ﹤0.01% | 2760 |
|
|
2024
Q4 | $6.85M | Buy |
140,732
+90,920
| +183% | +$4.57M | ﹤0.01% | 3488 |
|
|
2024
Q3 | $2.31M | Buy |
49,812
+4,643
| +10% | +$242K | ﹤0.01% | 3853 |
|
|
2024
Q2 | $2.17M | Buy |
45,169
+18,574
| +70% | +$877K | ﹤0.01% | 3695 |
|
|
2024
Q1 | $1.41M | Buy |
26,595
+22,396
| +533% | +$1.18M | ﹤0.01% | 4289 |
|
|
2023
Q4 | $242K | Sell |
4,199
-22,288
| -84% | -$967K | ﹤0.01% | 5643 |
|
|
2023
Q3 | $912K | Buy |
26,487
+24,849
| +1,517% | +$898K | ﹤0.01% | 4158 |
|
|
2023
Q2 | $49.6K | Sell |
1,638
-24,655
| -94% | -$553K | ﹤0.01% | 6481 |
|
|
2023
Q1 | $487K | Buy |
26,293
+12,628
| +92% | +$344K | ﹤0.01% | 4710 |
|
|
2022
Q4 | $387K | Sell |
13,665
-14,272
| -51% | -$445K | ﹤0.01% | 4918 |
|
|
2022
Q3 | $823K | Buy |
27,937
+8,237
| +42% | +$291K | ﹤0.01% | 3917 |
|
|
2022
Q2 | $668K | Sell |
19,700
-11,123
| -36% | -$452K | ﹤0.01% | 4047 |
|
|
2022
Q1 | $1.61M | Buy |
30,823
+27,644
| +870% | +$1.68M | ﹤0.01% | 3647 |
|
|
2021
Q4 | $208K | Sell |
3,179
-21,628
| -87% | -$1.19M | ﹤0.01% | 5651 |
|
|
2021
Q3 | $1.07M | Sell |
24,807
-21,672
| -47% | -$844K | ﹤0.01% | 4151 |
|
|
2021
Q2 | $1.81M | Buy |
46,479
+17,073
| +58% | +$615K | ﹤0.01% | 3666 |
|
|
2021
Q1 | $936K | Sell |
29,406
-1,189
| -4% | -$31.3K | ﹤0.01% | 4326 |
|
|
2020
Q4 | $557K | Buy |
30,595
+2,039
| +7% | +$32.3K | ﹤0.01% | 4519 |
|
|
2020
Q3 | $320K | Sell |
28,556
-749
| -3% | -$8.89K | ﹤0.01% | 4505 |
|
|
2020
Q2 | $352K | Buy |
29,305
+10,674
| +57% | +$119K | ﹤0.01% | 4403 |
|
|
2020
Q1 | $203K | Sell |
18,631
-12,804
| -41% | -$248K | ﹤0.01% | 4713 |
|
|
2019
Q4 | $748K | Buy |
31,435
+13,110
| +72% | +$301K | ﹤0.01% | 4481 |
|
|
2019
Q3 | $380K | Buy |
18,325
+7,137
| +64% | +$142K | ﹤0.01% | 4774 |
|
|
2019
Q2 | $235K | Buy |
11,188
+7,833
| +233% | +$163K | ﹤0.01% | 4817 |
|
|
2019
Q1 | $61K | Sell |
3,355
-17,027
| -84% | -$340K | ﹤0.01% | 5403 |
|
|
2018
Q4 | $371K | Sell |
20,382
-57,225
| -74% | -$1.15M | ﹤0.01% | 4481 |
|
|
2018
Q3 | $1.83M | Buy |
77,607
+5,797
| +8% | +$150K | ﹤0.01% | 3294 |
|
|
2018
Q2 | $2.04M | Sell |
71,810
-17,252
| -19% | -$515K | ﹤0.01% | 3151 |
|
|
2018
Q1 | $2.6M | Buy |
89,062
+49,423
| +125% | +$1.48M | ﹤0.01% | 2906 |
|
|
2017
Q4 | $1.03M | Buy |
39,639
+32,354
| +444% | +$918K | ﹤0.01% | 3760 |
|
|
2017
Q3 | $238K | Buy |
7,285
+5,940
| +442% | +$171K | ﹤0.01% | 4725 |
|
|
2017
Q2 | $38K | Sell |
1,345
-327
| -20% | -$9.66K | ﹤0.01% | 5849 |
|
|
2017
Q1 | $53K | Sell |
1,672
-3,218
| -66% | -$109K | ﹤0.01% | 5478 |
|
|
2016
Q4 | $175K | Buy |
4,890
+3,828
| +360% | +$113K | ﹤0.01% | 4897 |
|
|
2016
Q3 | $27K | Sell |
1,062
-844
| -44% | -$21.8K | ﹤0.01% | 6028 |
|
|
2016
Q2 | $48K | Buy |
1,906
+906
| +91% | +$23.1K | ﹤0.01% | 5549 |
|
|
2016
Q1 | $24K | Sell |
1,000
-1,265
| -56% | -$30.2K | ﹤0.01% | 6061 |
|
|
2015
Q4 | $61K | Buy |
2,265
+1,265
| +127% | +$35.3K | ﹤0.01% | 5641 |
|
|
2015
Q3 | $26K | Sell |
1,000
-1,006
| -50% | -$25.6K | ﹤0.01% | 6436 |
|
|
2015
Q2 | $54K | Buy |
2,006
+1,006
| +101% | +$25.7K | ﹤0.01% | 5942 |
|
|
2015
Q1 | $24K | Sell |
1,000
-196
| -16% | -$4.22K | ﹤0.01% | 6783 |
|
|
2014
Q4 | $23K | Buy |
+1,196
| New | +$22.1K | ﹤0.01% | 7436 |
|
Other funds holding CUBI
HRCM
DCM
UBS Group's CUBI Position: Q2 2026 in Review
UBS Group reduced its Customers Bancorp (CUBI) stake by 32% in Q2 2026, selling an estimated $25M and leaving 698,088 shares worth $55.2M. The position accounts for 0.01% of the portfolio, ranked #1641.
UBS Group first reported a position in CUBI in Q4 2014 and has held it in 47 quarters since. The position peaked at $71.4M in Q1 2026. 297 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.
- UBS Group held 698,088 shares of Customers Bancorp worth $55.2M as of Q2 2026.
- UBS Group sold 330,825 Customers Bancorp shares in Q2 2026, an estimated $25M.
- Customers Bancorp made up 0.01% of UBS Group's portfolio in Q2 2026, its #1641 holding.
- UBS Group first reported a position in Customers Bancorp in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Customers Bancorp position peaked at $71.4M in Q1 2026.
- 297 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.