Valued Wealth Advisors’s Customers Bancorp CUBI Stock Holding History

Valued 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	$1.66K	Buy	+21	New	+$1.59K	﹤0.01%	708

Other funds holding CUBI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Valued Wealth Advisors opened a new position in Customers Bancorp (CUBI) in Q2 2026: 21 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings.

45 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Valued Wealth Advisors held 21 shares of Customers Bancorp worth $1.66K as of Q2 2026.
Customers Bancorp was a new Valued Wealth Advisors position in Q2 2026.
Customers Bancorp made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #708 holding.
45 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.