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Vision Retirement’s Customers Bancorp CUBI Stock Holding History

Vision Retirement’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 		$7.51K Hold
95
– – ﹤0.01% 473
2026
Q1 		$6.59K Hold
95
– – ﹤0.01% 456
2025
Q4 		$6.95K Buy
+95
New +$6.52K ﹤0.01% 447

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Vision Retirement's CUBI Position: Q2 2026 in Review

Vision Retirement held its Customers Bancorp (CUBI) position steady in Q2 2026 at 95 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Vision Retirement first reported a position in CUBI in Q4 2025 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Vision Retirement held 95 shares of Customers Bancorp worth $7.51K as of Q2 2026.
  • Vision Retirement left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #473 holding.
  • Vision Retirement first reported a position in Customers Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 281 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.