Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Customers Bancorp CUBI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$160K Sell
2,301
-58
-2% -$4.22K ﹤0.01% 2914
2025
Q4 		$172K Sell
2,359
-33
-1% -$2.26K ﹤0.01% 2690
2025
Q3 		$156K Sell
2,392
-42
-2% -$2.76K ﹤0.01% 2634
2025
Q2 		$143K Buy
2,434
+85
+4% +$4.31K ﹤0.01% 2432
2025
Q1 		$118K Sell
2,349
-86
-4% -$4.51K ﹤0.01% 2281
2024
Q4 		$119K Buy
2,435
+237
+11% +$11.9K ﹤0.01% 2171
2024
Q3 		$102K Buy
2,198
+274
+14% +$14.3K ﹤0.01% 2185
2024
Q2 		$92K Sell
1,924
-25
-1% -$1.18K ﹤0.01% 2020
2024
Q1 		$103K Buy
1,949
+19
+1% +$1K ﹤0.01% 1868
2023
Q4 		$111K Sell
1,930
-273
-12% -$11.8K ﹤0.01% 1692
2023
Q3 		$76K Buy
2,203
+109
+5% +$3.94K ﹤0.01% 1805
2023
Q2 		$63K Buy
2,094
+1,332
+175% +$29.8K ﹤0.01% 1826
2023
Q1 		$14K Buy
762
+681
+841% +$18.6K ﹤0.01% 2730
2022
Q4 		$2K Sell
81
-7
-8% -$218 ﹤0.01% 3521
2022
Q3 		$3K Sell
88
-169
-66% -$5.98K ﹤0.01% 3280
2022
Q2 		$9K Sell
257
-83
-24% -$3.37K ﹤0.01% 2626
2022
Q1 		$18K Buy
340
+132
+63% +$8.04K ﹤0.01% 2136
2021
Q4 		$14K Buy
+208
New +$11.4K ﹤0.01% 2164

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 $3.38T AUM 44.17% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CUBI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Customers Bancorp (CUBI) stake by 2.5% in Q1 2026, selling an estimated $4.22K and leaving 2,301 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

Carson Wealth (CWM LLC) first reported a position in CUBI in Q4 2021 and has held it in 18 quarters since. The position peaked at $172K in Q4 2025. 282 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,301 shares of Customers Bancorp worth $160K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 58 Customers Bancorp shares in Q1 2026, an estimated $4.22K.
  • Customers Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2914 holding.
  • Carson Wealth (CWM LLC) first reported a position in Customers Bancorp in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Customers Bancorp position peaked at $172K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.