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Westside Investment Management’s Customers Bancorp CUBI Stock Holding History

Westside Investment Management’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 		$1.42K Hold
18
– – ﹤0.01% 1363
2026
Q1 		$1.25K Hold
18
– – ﹤0.01% 1368
2025
Q4 		$1.32K Buy
+18
New +$1.24K ﹤0.01% 1358

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

Westside Investment Management's CUBI Position: Q2 2026 in Review

Westside Investment Management held its Customers Bancorp (CUBI) position steady in Q2 2026 at 18 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Westside Investment Management first reported a position in CUBI in Q4 2025 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Westside Investment Management held 18 shares of Customers Bancorp worth $1.42K as of Q2 2026.
  • Westside Investment Management left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1363 holding.
  • Westside Investment Management first reported a position in Customers Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.