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Wealthspire Advisors (New York)’s Customers Bancorp CUBI Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-20
Closed -$1.31K – 1451
2025
Q3 		$1.31K Buy
+20
New +$1.31K ﹤0.01% 2703

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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s CUBI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Customers Bancorp (CUBI) in Q4 2025, closing a stake of 20 shares — an estimated $1.31K sold.

Wealthspire Advisors (New York) first reported a position in CUBI in Q3 2025 and held it in 1 quarter. The position peaked at $1.31K in Q3 2025. 283 funds tracked by Wall St. Rank hold CUBI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Customers Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 20 Customers Bancorp shares in Q4 2025, an estimated $1.31K.
  • Wealthspire Advisors (New York) first reported a position in Customers Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Customers Bancorp position peaked at $1.31K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.