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EP Wealth Advisors’s Customers Bancorp CUBI Stock Holding History

EP Wealth Advisors’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 		– Sell
-4,429
Closed -$307K – 1757
2026
Q1 		$307K Buy
4,429
+338
+8% +$24.6K ﹤0.01% 1146
2025
Q4 		$299K Buy
+4,091
New +$281K ﹤0.01% 1136
2025
Q2 		$243K Sell
4,143
-288
-6% -$14.6K ﹤0.01% 1143
2025
Q1 		$222K Buy
4,431
+223
+5% +$11.7K ﹤0.01% 1085
2024
Q4 		$205K Buy
+4,208
New +$212K ﹤0.01% 1068

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

EP Wealth Advisors's CUBI Position: Q2 2026 in Review

EP Wealth Advisors sold out of Customers Bancorp (CUBI) in Q2 2026, closing a stake of 4,429 shares — an estimated $307K sold.

EP Wealth Advisors first reported a position in CUBI in Q4 2024 and held it in 5 quarters. The position peaked at $307K in Q1 2026. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • EP Wealth Advisors reported no remaining Customers Bancorp position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 4,429 Customers Bancorp shares in Q2 2026, an estimated $307K.
  • EP Wealth Advisors first reported a position in Customers Bancorp in Q4 2024 and held it in 5 quarters.
  • EP Wealth Advisors's Customers Bancorp position peaked at $307K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.