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 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%	3176
2022 Q2	$18K	Hold	67	–	–	﹤0.01%	2932
2022 Q1	$18K	Buy	+67	New	+$4.08K	﹤0.01%	2932
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

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 $3.37T AUM 44.26% 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

IFP Advisors's CUBI Position: Q2 2026 in Review

IFP Advisors held its Customers Bancorp (CUBI) position steady in Q2 2026 at 4 shares worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #4772.

IFP Advisors first reported a position in CUBI in Q2 2018 and has held it in 16 quarters since. The position peaked at $18K in Q3 2022. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

IFP Advisors held 4 shares of Customers Bancorp worth $316 as of Q2 2026.
IFP Advisors left its Customers Bancorp share count unchanged in Q2 2026.
Customers Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4772 holding.
IFP Advisors first reported a position in Customers Bancorp in Q2 2018 and has held it in 16 quarters since.
IFP Advisors's Customers Bancorp position peaked at $18K in Q3 2022.
298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.