LFAS
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Level Four Advisory Services’s Customers Bancorp CUBI Stock Holding History

Level Four Advisory Services’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
2024
Q4 		– Sell
-12,695
Closed -$586K – 762
2024
Q3 		$586K Buy
12,695
+3
+0% +$156 0.02% 473
2024
Q2 		$609K Buy
+12,692
New +$599K 0.03% 442

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Level Four Advisory Services's CUBI Position: Q4 2024 in Review

Level Four Advisory Services sold out of Customers Bancorp (CUBI) in Q4 2024, closing a stake of 12,695 shares — an estimated $586K sold.

Level Four Advisory Services first reported a position in CUBI in Q2 2024 and held it in 2 quarters. The position peaked at $609K in Q2 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q4 2024.

  • Level Four Advisory Services reported no remaining Customers Bancorp position as of Q4 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 12,695 Customers Bancorp shares in Q4 2024, an estimated $586K.
  • Level Four Advisory Services first reported a position in Customers Bancorp in Q2 2024 and held it in 2 quarters.
  • Level Four Advisory Services's Customers Bancorp position peaked at $609K in Q2 2024.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2024.

Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.