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Twin Peaks Wealth Advisors’s Customers Bancorp CUBI Stock Holding History

Twin Peaks 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 		– Sell
-33
Closed -$2.29K – 685
2026
Q1 		$2.29K Buy
+33
New +$2.4K ﹤0.01% 1664
2025
Q3 		– Sell
-84
Closed -$5.5K – 609
2025
Q2 		$5.5K Buy
+84
New +$4.26K ﹤0.01% 1272

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

Twin Peaks Wealth Advisors's CUBI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Customers Bancorp (CUBI) in Q2 2026, closing a stake of 33 shares — an estimated $2.29K sold.

Twin Peaks Wealth Advisors first reported a position in CUBI in Q2 2025 and held it in 2 quarters. The position peaked at $5.5K in Q2 2025. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Customers Bancorp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 33 Customers Bancorp shares in Q2 2026, an estimated $2.29K.
  • Twin Peaks Wealth Advisors first reported a position in Customers Bancorp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Customers Bancorp position peaked at $5.5K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.