LPL Financial LLC
- SEC CIK
- 0001403438
- Latest filing
- Aug 7, 2026
CUBI holding history
Customers Bancorp, Inc. in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CUBI overviewAll 13F holders of CUBIFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,353
- Value
- $265.2K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,353 | $265.2K | <0.1% | +120+3.7% | Added | Holders |
| Q1 2026 | 3,233 | $224.4K | <0.1% | +3,233 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −8,127−100.0% | Sold out | Holders |
| Q2 2024 | 8,127 | $389.9K | <0.1% | −2,427−23.0% | Reduced | Holders |
| Q1 2024 | 10,554 | $560.0K | <0.1% | +1,027+10.8% | Added | Holders |
| Q4 2023 | 9,527 | $548.9K | <0.1% | −278−2.8% | Reduced | Holders |
| Q3 2023 | 9,805 | $337.8K | <0.1% | +37+0.4% | Added | Holders |
| Q2 2023 | 9,768 | $295.6K | <0.1% | +9,768 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −7,258−100.0% | Sold out | Holders |
| Q4 2022 | 7,258 | $205.7K | <0.1% | +7,258 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −6,094−100.0% | Sold out | Holders |
| Q2 2022 | 6,094 | $207.0K | <0.1% | +6,094 | New | Holders |