WA
CUBI icon

Whipplewood Advisors’s Customers Bancorp CUBI Stock Holding History

Whipplewood Advisors’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 		$1.19K Hold
15
– – ﹤0.01% 525
2026
Q1 		$1.04K Buy
+15
New +$1.09K ﹤0.01% 887
2025
Q3 		– Sell
-15
Closed -$881 – 510
2025
Q2 		$881 Sell
15
-1
-6% -$51 ﹤0.01% 1035
2025
Q1 		$753 Buy
16
+1
+7% +$52 ﹤0.01% 1078
2024
Q4 		$730 Buy
+15
New +$754 ﹤0.01% 1065

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's CUBI Position: Q2 2026 in Review

Whipplewood Advisors held its Customers Bancorp (CUBI) position steady in Q2 2026 at 15 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Whipplewood Advisors first reported a position in CUBI in Q4 2024 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Whipplewood Advisors held 15 shares of Customers Bancorp worth $1.19K as of Q2 2026.
  • Whipplewood Advisors left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #525 holding.
  • Whipplewood Advisors first reported a position in Customers Bancorp in Q4 2024 and has held it in 5 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.