FFA
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Farther Finance Advisors’s Customers Bancorp CUBI Stock Holding History

Farther Finance 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
Q1 		$32K Buy
451
+13
+3% +$945 ﹤0.01% 3319
2025
Q4 		$32K Sell
438
-234
-35% -$16.1K ﹤0.01% 3106
2025
Q3 		$43.9K Buy
672
+260
+63% +$17.1K ﹤0.01% 2522
2025
Q2 		$24.2K Sell
412
-23
-5% -$1.17K ﹤0.01% 2560
2025
Q1 		$22.1K Sell
435
-56
-11% -$2.94K ﹤0.01% 2347
2024
Q4 		$23.9K Sell
491
-20
-4% -$1.01K ﹤0.01% 2009
2024
Q3 		$23.7K Buy
511
+5
+1% +$260 ﹤0.01% 2006
2024
Q2 		$24.4K Buy
506
+85
+20% +$4.01K ﹤0.01% 1722
2024
Q1 		$21.8K Buy
421
+10
+2% +$527 ﹤0.01% 1460
2023
Q4 		$23.7K Buy
411
+367
+834% +$15.9K ﹤0.01% 1292
2023
Q3 		$1.52K Hold
44
– – ﹤0.01% 1956
2023
Q2 		$1.33K Buy
44
+12
+38% +$269 ﹤0.01% 1886
2023
Q1 		$593 Hold
32
– – ﹤0.01% 1960
2022
Q4 		$907 Buy
+32
New +$997 ﹤0.01% 1677

Other funds holding CUBI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return