EP Wealth Advisors’s Customers Bancorp CUBI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Sell	4,143 -288	-6%	-$16.9K	﹤0.01%	1143
2025 Q1	$222K	Buy	4,431 +223	+5%	+$11.2K	﹤0.01%	1085
2024 Q4	$205K	Buy	+4,208	New	+$205K	﹤0.01%	1068