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
Q3 		$29K Sell
392
-44
-10% -$3.46K ﹤0.01% 3858
2026
Q2 		$34.5K Sell
436
-15
-3% -$1.14K ﹤0.01% 3549
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's CUBI Position: Q3 2026 in Review

Farther Finance Advisors reduced its Customers Bancorp (CUBI) stake by 10% in Q3 2026, selling an estimated $3.46K and leaving 392 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #3858.

Farther Finance Advisors first reported a position in CUBI in Q4 2022 and has held it in 16 quarters since. The position peaked at $43.9K in Q3 2025. 7 funds tracked by Wall St. Rank hold CUBI as of Q3 2026.

  • Farther Finance Advisors held 392 shares of Customers Bancorp worth $29K as of Q3 2026.
  • Farther Finance Advisors sold 44 Customers Bancorp shares in Q3 2026, an estimated $3.46K.
  • Customers Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3858 holding.
  • Farther Finance Advisors first reported a position in Customers Bancorp in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Customers Bancorp position peaked at $43.9K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.