EMERALD MUTUAL FUND ADVISERS TRUST CUBI CUSTOMERS BANCORP INC COM

Ownership history in EMERALD MUTUAL FUND ADVISERS TRUST  ·  36 quarters on record

AI Ownership Summary

EMERALD MUTUAL FUND ADVISERS TRUST reported CUSTOMERS BANCORP INC COM (CUBI) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.82% in 2026 Q1. The latest visible filing shows CUBI at 0.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CUBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EMERALD MUTUAL FUND ADVISERS TRUST's position in CUSTOMERS BANCORP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CUBI was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EMERALD MUTUAL FUND ADVISERS TRUST held CUBI — position size vs. price
% of Fund (quarterly)    CUBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 242,313 +29,956 +14.1% 0.82% $16.8M 2026-05-04 $76.51
2025 Q4 ADDED 212,357 +67,325 +46.4% 0.76% $15.5M 2026-02-09 $75.47
2025 Q3 ADDED 145,032 +128,183 +760.8% 0.49% $9.5M 2025-10-30 $67.26
2024 Q2 UNCHANGED 16,849 0% 0.04% $808K 2024-08-06 $55.34
2024 Q1 UNCHANGED 16,849 0% 0.05% $894K 2024-05-08 $47.88
2023 Q4 REDUCED 30.1% -10.1% 16,849 -7,249 -30.1% 0.05% $971K 2024-02-05 $51.25
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EMERALD MUTUAL FUND ADVISERS TRUST and CUBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has EMERALD MUTUAL FUND ADVISERS TRUST reported owning CUBI?

EMERALD MUTUAL FUND ADVISERS TRUST reported CUBI across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CUBI position in EMERALD MUTUAL FUND ADVISERS TRUST's portfolio?

The largest reported portfolio weight for CUBI was 0.82% in 2026 Q1.

What is the latest reported CUBI position on this page?

The most recent filing on this page is 2026 Q1, when EMERALD MUTUAL FUND ADVISERS TRUST reported 242,313 shares, equal to 0.82% of portfolio, with an estimated market value of $16.8M.

What does the chart on this CUBI ownership page compare?

The chart compares EMERALD MUTUAL FUND ADVISERS TRUST's quarterly CUBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EMERALD MUTUAL FUND ADVISERS TRUST time their CUBI position?

Based on 13F filing dates vs. subsequent CUBI price moves, EMERALD MUTUAL FUND ADVISERS TRUST correctly timed 14 out of 30 reported position changes (47%). The annualised alpha on CUBI relative to SPY over the holding period was +5.6%.

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