Abound Wealth Management’s Customers Bancorp CUBI Stock Holding History

Abound Wealth 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 Q3	$74	Hold	1	–	–	﹤0.01%	1399
2026 Q2	$80	Sell	1 -2	-67%	-$151	﹤0.01%	1318
2026 Q1	$209	Hold	3	–	–	﹤0.01%	1226
2025 Q4	$220	Hold	3	–	–	﹤0.01%	1140
2025 Q3	$197	Hold	3	–	–	﹤0.01%	1123
2025 Q2	$177	Hold	3	–	–	﹤0.01%	1085
2025 Q1	$151	Sell	3 -1	-25%	-$52	﹤0.01%	1090
2024 Q4	$195	Hold	4	–	–	﹤0.01%	1081
2024 Q3	$186	Sell	4 -1	-20%	-$52	﹤0.01%	1208
2024 Q2	$240	Hold	5	–	–	﹤0.01%	1056
2024 Q1	$266	Hold	5	–	–	﹤0.01%	1177
2023 Q4	$289	Buy	+5	New	+$217	﹤0.01%	1177

Other funds holding CUBI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Abound Wealth Management's CUBI Position: Q3 2026 in Review

Abound Wealth Management held its Customers Bancorp (CUBI) position steady in Q3 2026 at 1 share worth $74. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Abound Wealth Management first reported a position in CUBI in Q4 2023 and has held it in 12 quarters since. The position peaked at $289 in Q4 2023. 137 funds tracked by Wall St. Rank hold CUBI as of Q3 2026.

Abound Wealth Management held 1 share of Customers Bancorp worth $74 as of Q3 2026.
Abound Wealth Management left its Customers Bancorp share count unchanged in Q3 2026.
Customers Bancorp made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #1399 holding.
Abound Wealth Management first reported a position in Customers Bancorp in Q4 2023 and has held it in 12 quarters since.
Abound Wealth Management's Customers Bancorp position peaked at $289 in Q4 2023.
137 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.