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Xponance’s Customers Bancorp CUBI Stock Holding History

Xponance’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 		$346K Buy
4,377
+320
+8% +$24.2K ﹤0.01% 1319
2026
Q1 		$282K Buy
4,057
+503
+14% +$36.6K ﹤0.01% 1300
2025
Q4 		$260K Buy
+3,554
New +$244K ﹤0.01% 1253
2018
Q4 		– Sell
-339
Closed -$7K – 66
2018
Q3 		$7K Sell
339
-74
-18% -$1.92K ﹤0.01% 88
2018
Q2 		$11K Hold
413
– – 0.01% 83
2018
Q1 		$12K Sell
413
-60
-13% -$1.8K 0.01% 69
2017
Q4 		$14K Buy
+473
New +$13.4K 0.01% 56

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

Xponance's CUBI Position: Q2 2026 in Review

Xponance increased its Customers Bancorp (CUBI) stake by 7.9% in Q2 2026, buying an estimated $24.2K and bringing the position to 4,377 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Xponance first reported a position in CUBI in Q4 2017 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Xponance held 4,377 shares of Customers Bancorp worth $346K as of Q2 2026.
  • Xponance bought 320 Customers Bancorp shares in Q2 2026, an estimated $24.2K.
  • Customers Bancorp made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1319 holding.
  • Xponance first reported a position in Customers Bancorp in Q4 2017 and has held it in 7 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.