IFP Advisors’s Customers Bancorp CUBI Stock Holding History

IFP 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	$296	Hold	4	–	–	﹤0.01%	4802
2026 Q2	$316	Hold	4	–	–	﹤0.01%	4772
2026 Q1	$278	Hold	4	–	–	﹤0.01%	4551
2025 Q4	$292	Hold	4	–	–	﹤0.01%	4411
2025 Q3	$261	Buy	+4	New	+$263	﹤0.01%	4342
2025 Q2	–	Hold	0	–	–	–	3178
2025 Q1	–	Hold	0	–	–	–	3668
2024 Q4	–	Hold	0	–	–	–	3762
2023 Q1	–	Sell	-60	Closed	-$17K	–	3583
2022 Q4	$17K	Sell	60 -7	-10%	-$218	﹤0.01%	3013
2022 Q3	$18K	Hold	67	–	–	﹤0.01%	3175
2022 Q2	$18K	Hold	67	–	–	﹤0.01%	2932
2022 Q1	$18K	Buy	+67	New	+$4.08K	﹤0.01%	2931
2020 Q4	–	Sell	-100	Closed	-$1.59K	–	2975
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	2617
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	2520
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	2508
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	2496
2019 Q3	$2K	Buy	+100	New	+$1.98K	﹤0.01%	2670
2019 Q1	–	Sell	-100	Closed	-$2K	–	2562
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	3134
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	3522
2018 Q2	$3K	Buy	+100	New	+$2.99K	﹤0.01%	3463

Other funds holding CUBI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

IFP Advisors's CUBI Position: Q3 2026 in Review

IFP Advisors held its Customers Bancorp (CUBI) position steady in Q3 2026 at 4 shares worth $296. The position accounts for ﹤0.01% of the portfolio, ranked #4802.

IFP Advisors first reported a position in CUBI in Q2 2018 and has held it in 17 quarters since. The position peaked at $18K in Q3 2022. 119 funds tracked by Wall St. Rank hold CUBI as of Q3 2026.

IFP Advisors held 4 shares of Customers Bancorp worth $296 as of Q3 2026.
IFP Advisors left its Customers Bancorp share count unchanged in Q3 2026.
Customers Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4802 holding.
IFP Advisors first reported a position in Customers Bancorp in Q2 2018 and has held it in 17 quarters since.
IFP Advisors's Customers Bancorp position peaked at $18K in Q3 2022.
119 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.