Avion Wealth’s Customers Bancorp CUBI Stock Holding History

Avion Wealth’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	$2K	Hold	27	–	–	﹤0.01%	1039
2026 Q1	$1K	Hold	27	–	–	﹤0.01%	1000
2025 Q4	$1K	Hold	27	–	–	﹤0.01%	999
2025 Q3	$1K	Hold	27	–	–	﹤0.01%	984
2025 Q2	$1K	Hold	27	–	–	﹤0.01%	941
2025 Q1	$1K	Hold	27	–	–	﹤0.01%	838
2024 Q4	$1K	Hold	27	–	–	﹤0.01%	835
2024 Q3	$1K	Hold	27	–	–	﹤0.01%	784
2024 Q2	$1K	Hold	27	–	–	﹤0.01%	710
2024 Q1	$2K	Hold	27	–	–	﹤0.01%	656
2023 Q4	$2K	Hold	27	–	–	﹤0.01%	546
2023 Q3	$0	Hold	27	–	–	﹤0.01%	864
2023 Q2	$0	Buy	+27	New	+$605	﹤0.01%	770

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

Avion Wealth's CUBI Position: Q2 2026 in Review

Avion Wealth held its Customers Bancorp (CUBI) position steady in Q2 2026 at 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Avion Wealth first reported a position in CUBI in Q2 2023 and has held it in 13 quarters since. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Avion Wealth held 27 shares of Customers Bancorp worth $2K as of Q2 2026.
Avion Wealth left its Customers Bancorp share count unchanged in Q2 2026.
Customers Bancorp made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1039 holding.
Avion Wealth first reported a position in Customers Bancorp in Q2 2023 and has held it in 13 quarters since.
299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.