EverSource Wealth Advisors’s Customers Bancorp CUBI Stock Holding History

EverSource 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	$12.1K	Sell	153 -10	-6%	-$756	﹤0.01%	2789
2026 Q1	$11.3K	Buy	163 +62	+61%	+$4.51K	﹤0.01%	2846
2025 Q4	$7.38K	Sell	101 -3	-3%	-$206	﹤0.01%	2942
2025 Q3	$6.8K	Buy	104 +19	+22%	+$1.25K	﹤0.01%	3008
2025 Q2	$4.99K	Buy	85 +42	+98%	+$2.13K	﹤0.01%	3161
2025 Q1	$2.16K	Buy	43 +22	+105%	+$1.16K	﹤0.01%	2895
2024 Q4	$1.02K	Buy	+21	New	+$1.06K	﹤0.01%	2956
2023 Q1	–	Sell	-51	Closed	-$1.45K	–	2415
2022 Q4	$1.45K	Sell	51 -17	-25%	-$530	﹤0.01%	2004
2022 Q3	$2K	Sell	68 -208	-75%	-$7.36K	﹤0.01%	1648
2022 Q2	$9K	Hold	276	–	–	﹤0.01%	1061
2022 Q1	$14K	Hold	276	–	–	﹤0.01%	836
2021 Q4	$18K	Buy	+276	New	+$15.2K	0.01%	727

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its Customers Bancorp (CUBI) stake by 6.1% in Q2 2026, selling an estimated $756 and leaving 153 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2789.

EverSource Wealth Advisors first reported a position in CUBI in Q4 2021 and has held it in 12 quarters since. The position peaked at $18K in Q4 2021. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

EverSource Wealth Advisors held 153 shares of Customers Bancorp worth $12.1K as of Q2 2026.
EverSource Wealth Advisors sold 10 Customers Bancorp shares in Q2 2026, an estimated $756.
Customers Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2789 holding.
EverSource Wealth Advisors first reported a position in Customers Bancorp in Q4 2021 and has held it in 12 quarters since.
EverSource Wealth Advisors's Customers Bancorp position peaked at $18K in Q4 2021.
298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.