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Larson Financial Group’s Customers Bancorp CUBI Stock Holding History

Larson Financial Group’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 		$1.11K Buy
14
+3
+27% +$227 ﹤0.01% 3279
2026
Q1 		$764 Sell
11
-311
-97% -$22.6K ﹤0.01% 3232
2025
Q4 		$23.5K Buy
322
+317
+6,340% +$21.7K ﹤0.01% 1620
2025
Q3 		$327 Sell
5
-3
-38% -$197 ﹤0.01% 3181
2025
Q2 		$470 Buy
8
+3
+60% +$152 ﹤0.01% 2875
2025
Q1 		$251 Hold
5
– – ﹤0.01% 2739
2024
Q4 		$243 Hold
5
– – ﹤0.01% 2387
2024
Q3 		$232 Hold
5
– – ﹤0.01% 2324
2024
Q2 		$240 Buy
+5
New +$236 ﹤0.01% 2017

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Larson Financial Group's CUBI Position: Q2 2026 in Review

Larson Financial Group increased its Customers Bancorp (CUBI) stake by 27% in Q2 2026, buying an estimated $227 and bringing the position to 14 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3279.

Larson Financial Group first reported a position in CUBI in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.5K in Q4 2025. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Larson Financial Group held 14 shares of Customers Bancorp worth $1.11K as of Q2 2026.
  • Larson Financial Group bought 3 Customers Bancorp shares in Q2 2026, an estimated $227.
  • Customers Bancorp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3279 holding.
  • Larson Financial Group first reported a position in Customers Bancorp in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's Customers Bancorp position peaked at $23.5K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.