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Winton Group’s Customers Bancorp CUBI Stock Holding History

Winton Group’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 		$2.36M Buy
29,848
+9,073
+44% +$686K 0.08% 268
2026
Q1 		$1.44M Buy
20,775
+4,228
+26% +$307K 0.05% 397
2025
Q4 		$1.21M Buy
16,547
+518
+3% +$35.5K 0.04% 417
2025
Q3 		$1.05M Buy
16,029
+7,688
+92% +$506K 0.04% 442
2025
Q2 		$490K Sell
8,341
-14,930
-64% -$756K 0.03% 600
2025
Q1 		$1.17M Sell
23,271
-536
-2% -$28.1K 0.07% 285
2024
Q4 		$1.16M Buy
23,807
+1,789
+8% +$90K 0.08% 247
2024
Q3 		$1.02M Buy
22,018
+1,390
+7% +$72.4K 0.07% 312
2024
Q2 		$990K Buy
20,628
+2,681
+15% +$127K 0.07% 245
2024
Q1 		$952K Buy
17,947
+11,559
+181% +$609K 0.07% 294
2023
Q4 		$368K Sell
6,388
-5,046
-44% -$219K 0.03% 467
2023
Q3 		$394K Buy
+11,434
New +$413K 0.03% 373
2022
Q2 		– Sell
-10,162
Closed -$530K – 967
2022
Q1 		$530K Buy
10,162
+4,016
+65% +$245K 0.03% 665
2021
Q4 		$402K Sell
6,146
-31,568
-84% -$1.73M 0.02% 741
2021
Q3 		$1.62M Buy
+37,714
New +$1.47M 0.09% 280
2020
Q3 		– Sell
-51,303
Closed -$617K – 1496
2020
Q2 		$617K Buy
+51,303
New +$572K 0.02% 1141

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

Winton Group's CUBI Position: Q2 2026 in Review

Winton Group increased its Customers Bancorp (CUBI) stake by 44% in Q2 2026, buying an estimated $686K and bringing the position to 29,848 shares worth $2.36M. The position accounts for 0.08% of the portfolio, ranked #268.

Winton Group first reported a position in CUBI in Q2 2020 and has held it in 16 quarters since. 297 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Winton Group held 29,848 shares of Customers Bancorp worth $2.36M as of Q2 2026.
  • Winton Group bought 9,073 Customers Bancorp shares in Q2 2026, an estimated $686K.
  • Customers Bancorp made up 0.08% of Winton Group's portfolio in Q2 2026, its #268 holding.
  • Winton Group first reported a position in Customers Bancorp in Q2 2020 and has held it in 16 quarters since.
  • 297 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.