Zacks Investment Management’s Customers Bancorp CUBI Stock Holding History

Zacks 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	–	Sell	-9,468	Closed	-$657K	–	750
2026 Q1	$657K	Buy	+9,468	New	+$688K	0.01%	454
2016 Q4	–	Sell	-55,916	Closed	-$1.41M	–	661
2016 Q3	$1.41M	Sell	55,916 -2,355	-4%	-$60.9K	0.04%	263
2016 Q2	$1.46M	Buy	58,271 +909	+2%	+$23.1K	0.04%	261
2016 Q1	$1.35M	Buy	57,362 +2,095	+4%	+$50K	0.04%	267
2015 Q4	$1.5M	Buy	55,267 +2,086	+4%	+$58.2K	0.05%	233
2015 Q3	$1.37M	Buy	53,181 +8,529	+19%	+$217K	0.05%	245
2015 Q2	$1.2M	Buy	44,652 +1,615	+4%	+$41.3K	0.04%	254
2015 Q1	$1.05M	Buy	43,037 +6,452	+18%	+$139K	0.03%	275
2014 Q4	$712K	Buy	+36,585	New	+$677K	0.02%	327

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Zacks Investment Management sold out of Customers Bancorp (CUBI) in Q2 2026, closing a stake of 9,468 shares — an estimated $657K sold.

Zacks Investment Management first reported a position in CUBI in Q4 2014 and held it in 9 quarters. The position peaked at $1.5M in Q4 2015. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Zacks Investment Management reported no remaining Customers Bancorp position as of Q2 2026 after selling out during the quarter.
Zacks Investment Management sold 9,468 Customers Bancorp shares in Q2 2026, an estimated $657K.
Zacks Investment Management first reported a position in Customers Bancorp in Q4 2014 and held it in 9 quarters.
Zacks Investment Management's Customers Bancorp position peaked at $1.5M in Q4 2015.
298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.