Customers Bancorp, Inc.
US ˙ NYSE ˙ US23204G1004

SecurityCUBI / Customers Bancorp, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership4 shares
Latest Disclosed Value $ 278
IFP Advisors, Inc ownership in CUBI / Customers Bancorp, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 4 shares of Customers Bancorp, Inc. (US:CUBI) valued at $278 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4 shares of Customers Bancorp, Inc.. The current value of the position is $291 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F CUSTOMERS BANCORP cs 23204G100 4 0 0.00 0 0.0000
2026-02-06 2025-12-31 13F CUSTOMERS BANCORP cs 23204G100 4 0 0.00 0 -100.00 0.0000
2026-02-06 2025-09-30 13F/A-1 CUSTOMERS BANCORP cs 23204G100 4 4 0 -100.00 0.0000
2025-12-02 2025-09-30 13F CUSTOMERS BANCORP cs 23204G100 0 0 6 0.0002
2025-07-24 2025-06-30 13F CUSTOMERS BANCORP cs 23204G100 0 0 7 0.0002
2025-05-05 2025-03-31 13F CUSTOMERS BANCORP cs 23204G100 0 0 0 0.0000
2025-02-04 2024-12-31 13F CUSTOMERS BANCORP cs 23204G100 0 0 0 0.0000
2023-04-18 2023-03-31 13F CUSTOMERS BANCORP cs 23204G100 0 -60 -100.00 0 0.0000
2023-02-07 2022-12-31 13F CUSTOMERS BANCORP cs 23204G100 60 -7 -10.45 0 -100.00 0.0005
2022-11-08 2022-09-30 13F CUSTOMERS BANCORP cs 23204G100 67 0 0.00 18 0.00 0.0005
2022-09-06 2022-06-30 13F/A-1 CUSTOMERS BANCORP cs 23204G100 67 0 0.00 18 0.00 0.0006
2022-09-06 2022-03-31 13F/A-1 CUSTOMERS BANCORP cs 23204G100 67 67 18 0.0006
2021-07-13 2021-06-30 13F CUSTOMERS BANCORP INC COM Stock 23204G100 0 0 0 0.0000
2021-04-30 2021-03-31 13F CUSTOMERS BANCORP INC COM Stock 23204G100 0 0 0 0.0000
2021-01-25 2020-12-31 13F CUSTOMERS BANCORP INC COM Stock 23204G100 0 -100 -100.00 0 -100.00
2020-10-29 2020-09-30 13F CUSTOMERS BANCORP INC COM Stock 23204G100 100 0 0.00 1 0.00 0.0001
2020-08-05 2020-06-30 13F CUSTOMERS BANCORP INC COM Stock 23204G100 100 0 0.00 1 0.00 0.0001
2020-05-12 2020-03-31 13F CUSTOMERS BANCORP INC COM Stock 23204G100 100 0 0.00 1 -50.00 0.0001
2020-01-17 2019-12-31 13F CUSTOMERS BANCORP INC COM Stock 23204G100 100 0 0.00 2 0.00 0.0002
2019-11-07 2019-09-30 13F CUSTOMERS BANCORP INC COM Stock 23204G100 100 100 0.00 2 0.00 0.0001
2019-05-15 2019-03-31 13F CUSTOMERS BANCORP INC COM Stock 23204G100 0 -100 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 CUSTOMERS BANCORP INC COM Stock 23204G100 100 0 0.00 2 0.00 0.0001
2019-01-23 2018-12-31 13F CUSTOMERS BANCORP INC COM Stock 23204G100 100 0 2 0.0001
2019-06-03 2018-09-30 13F/A-9 CUSTOMERS BANCORP INC COM Stock 23204G100 100 0 0.00 2 -33.33 0.0001
2018-10-25 2018-09-30 13F CUSTOMERS BANCORP INC COM Stock 23204G100 100 0 2 0.0001
2019-06-03 2018-06-30 13F/A-8 CUSTOMERS BANCORP INC COM Stock 23204G100 100 0 0.00 3 0.00 0.0001
2018-08-07 2018-06-30 13F CUSTOMERS BANCORP INC COM Stock 23204G100 100 0 3
2018-05-09 2018-03-31 13F CUSTOMERS BANCORP INC COM Stock 23204G100 100 100 3 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.