Cetera Investment Advisers
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Cetera Investment Advisers’s Customers Bancorp CUBI Stock Holding History

Cetera Investment Advisers’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 		$472K Buy
5,966
+1,895
+47% +$143K ﹤0.01% 3754
2026
Q1 		$283K Buy
4,071
+1,001
+33% +$72.8K ﹤0.01% 4029
2025
Q4 		$224K Buy
+3,070
New +$211K ﹤0.01% 4156

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

Cetera Investment Advisers's CUBI Position: Q2 2026 in Review

Cetera Investment Advisers increased its Customers Bancorp (CUBI) stake by 47% in Q2 2026, buying an estimated $143K and bringing the position to 5,966 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #3754.

Cetera Investment Advisers first reported a position in CUBI in Q4 2025 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Cetera Investment Advisers held 5,966 shares of Customers Bancorp worth $472K as of Q2 2026.
  • Cetera Investment Advisers bought 1,895 Customers Bancorp shares in Q2 2026, an estimated $143K.
  • Customers Bancorp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3754 holding.
  • Cetera Investment Advisers first reported a position in Customers Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.