JFS Wealth Advisors’s Customers Bancorp CUBI Stock Holding History

JFS 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	$159	Buy	+2	New	+$151	﹤0.01%	2183
2023 Q1	–	Sell	-3	Closed	-$85	–	1965
2022 Q4	$85	Sell	3 -4	-57%	-$125	﹤0.01%	1891
2022 Q3	$0	Buy	7 +3	+75%	+$106	﹤0.01%	1771
2022 Q2	$0	Buy	4 +2	+100%	+$81	﹤0.01%	1788
2022 Q1	$0	Buy	+2	New	+$122	﹤0.01%	1845

Other funds holding CUBI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Customers Bancorp (CUBI) in Q2 2026: 2 shares worth $159. The stake represents ﹤0.01% of the portfolio and ranks #2183 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in CUBI as recently as Q4 2022.

JFS Wealth Advisors first reported a position in CUBI in Q1 2022 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

JFS Wealth Advisors held 2 shares of Customers Bancorp worth $159 as of Q2 2026.
Customers Bancorp was a new JFS Wealth Advisors position in Q2 2026.
Customers Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2183 holding.
JFS Wealth Advisors first reported a position in Customers Bancorp in Q1 2022 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.