Wipfli Financial Advisors’s Customers Bancorp CUBI Stock Holding History

Wipfli Financial 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
2022 Q3	$82K	Buy	+2,771	New	+$98.1K	0.01%	823

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wipfli Financial Advisors's CUBI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Customers Bancorp (CUBI) in Q3 2022: 2,771 shares worth $82K. The stake represents 0.01% of the portfolio and ranks #823 among its holdings.

206 funds tracked by Wall St. Rank hold CUBI as of Q3 2022.

Wipfli Financial Advisors held 2,771 shares of Customers Bancorp worth $82K as of Q3 2022.
Customers Bancorp was a new Wipfli Financial Advisors position in Q3 2022.
Customers Bancorp made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #823 holding.
206 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.