Allworth Financial’s Customers Bancorp CUBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$22.2K Buy
281
+2
+0.7% +$151 ﹤0.01% 3103
2026
Q1
$19.4K Buy
279
+16
+6% +$1.16K ﹤0.01% 3027
2025
Q4
$19.2K Buy
263
+16
+6% +$1.1K ﹤0.01% 2855
2025
Q3
$16.1K Buy
247
+15
+6% +$987 ﹤0.01% 2834
2025
Q2
$13.6K Hold
232
– – ﹤0.01% 2745
2025
Q1
$11.7K Hold
232
– – ﹤0.01% 2354
2024
Q4
$11.6K Sell
232
-40
-15% -$2.01K ﹤0.01% 2375
2024
Q3
$12.6K Sell
272
-25
-8% -$1.3K ﹤0.01% 2158
2024
Q2
$18.4K Buy
297
+137
+86% +$6.47K ﹤0.01% 1935
2024
Q1
$8.49K Hold
160
– – ﹤0.01% 2173
2023
Q4
$9.22K Buy
+160
New +$6.94K ﹤0.01% 2011

Other funds holding CUBI

Allworth Financial's CUBI Position: Q2 2026 in Review

Allworth Financial increased its Customers Bancorp (CUBI) stake by 0.72% in Q2 2026, buying an estimated $151 and bringing the position to 281 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3103.

Allworth Financial first reported a position in CUBI in Q4 2023 and has held it in 11 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Allworth Financial held 281 shares of Customers Bancorp worth $22.2K as of Q2 2026.
  • Allworth Financial bought 2 Customers Bancorp shares in Q2 2026, an estimated $151.
  • Customers Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3103 holding.
  • Allworth Financial first reported a position in Customers Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.