Wealth Enhancement Advisory Services’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
$215K Buy
+2,811
New +$213K ﹤0.01% 3520
2026
Q1
Sell
-3,310
Closed -$255K 3644
2025
Q4
$255K Sell
3,310
-57
-2% -$3.91K ﹤0.01% 3063
2025
Q3
$221K Sell
3,367
-710
-17% -$46.7K ﹤0.01% 3046
2025
Q2
$269K Buy
+4,077
New +$207K ﹤0.01% 2729

Other funds holding CUBI

Wealth Enhancement Advisory Services's CUBI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Customers Bancorp (CUBI) in Q2 2026: 2,811 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #3520 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in CUBI as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in CUBI in Q2 2025 and has held it in 4 quarters since. The position peaked at $269K in Q2 2025. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,811 shares of Customers Bancorp worth $215K as of Q2 2026.
  • Customers Bancorp was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3520 holding.
  • Wealth Enhancement Advisory Services first reported a position in Customers Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Customers Bancorp position peaked at $269K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.