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PharVision Advisers’s Customers Bancorp CUBI Stock Holding History

PharVision Advisers’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
2025
Q4 		– Sell
-3,234
Closed -$211K – 747
2025
Q3 		$211K Buy
+3,234
New +$213K 0.12% 469

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PharVision Advisers's CUBI Position: Q4 2025 in Review

PharVision Advisers sold out of Customers Bancorp (CUBI) in Q4 2025, closing a stake of 3,234 shares — an estimated $211K sold.

PharVision Advisers first reported a position in CUBI in Q3 2025 and held it in 1 quarter. The position peaked at $211K in Q3 2025. 283 funds tracked by Wall St. Rank hold CUBI as of Q4 2025.

  • PharVision Advisers reported no remaining Customers Bancorp position as of Q4 2025 after selling out during the quarter.
  • PharVision Advisers sold 3,234 Customers Bancorp shares in Q4 2025, an estimated $211K.
  • PharVision Advisers first reported a position in Customers Bancorp in Q3 2025 and held it in 1 quarter.
  • PharVision Advisers's Customers Bancorp position peaked at $211K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.