AWM
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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
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

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

Abound Wealth Management's CUBI Position: Q2 2026 in Review

Abound Wealth Management reduced its Customers Bancorp (CUBI) stake by 67% in Q2 2026, selling an estimated $151 and leaving 1 share worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Abound Wealth Management first reported a position in CUBI in Q4 2023 and has held it in 11 quarters since. The position peaked at $289 in Q4 2023. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Abound Wealth Management held 1 share of Customers Bancorp worth $80 as of Q2 2026.
  • Abound Wealth Management sold 2 Customers Bancorp shares in Q2 2026, an estimated $151.
  • Customers Bancorp made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1318 holding.
  • Abound Wealth Management first reported a position in Customers Bancorp in Q4 2023 and has held it in 11 quarters since.
  • Abound Wealth Management's Customers Bancorp position peaked at $289 in Q4 2023.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.