Physician Wealth Advisors’s Customers Bancorp CUBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.77K Hold
35
﹤0.01% 1365
2026
Q1
$2.43K Buy
35
+8
+30% +$582 ﹤0.01% 1267
2025
Q4
$1.98K Buy
27
+7
+35% +$480 ﹤0.01% 1295
2025
Q3
$1.31K Hold
20
﹤0.01% 1420
2025
Q2
$1.18K Sell
20
-14
-41% -$709 ﹤0.01% 1288
2025
Q1
$1.71K Buy
+34
New +$1.78K ﹤0.01% 903

Other funds holding CUBI

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

Physician Wealth Advisors held its Customers Bancorp (CUBI) position steady in Q2 2026 at 35 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Physician Wealth Advisors first reported a position in CUBI in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Physician Wealth Advisors held 35 shares of Customers Bancorp worth $2.77K as of Q2 2026.
  • Physician Wealth Advisors left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1365 holding.
  • Physician Wealth Advisors first reported a position in Customers Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

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