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GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

CUBI holding history

Customers Bancorp, Inc. in every 13F filed by GWM Advisors 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)
250
Value
$19.8K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2023
Holdings of CUBI by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026250$19.8K<0.1%+250NewHolders
Q1 20240$00.0%−246−100.0%Sold outHolders
Q4 2023246$14.2K<0.1%+246NewHolders