Advisor Group Holdings, Inc. Customers Bancorp, Inc. Transaction History

Advisor Group Holdings, Inc.

$67.1 Billion
Q3 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Customers Bancorp, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 2,256 shares of CUBI stock, worth $150,678. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,256

Previous 2,121 6.36%

Holding current value

$150,678

Previous $124,000 18.55%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$61.21 - $72.43 $8,263 - $9,778	135 Added 6.36%	2,256 $147,000
Q2 2025 Sep 04, 2025	BUY	$42.75 - $58.98 $2,693 - $3,715	63 Added 3.06%	2,121 $124,000
Q2 2025 Aug 13, 2025	BUY	$42.75 - $58.98 $15,304 - $21,114	358 Added 21.06%	2,058 $120,000
Q1 2025 May 12, 2025	SELL	$45.61 - $58.42 $8,164 - $10,457	-179 Reduced 9.53%	1,700 $85,000
Q4 2024 Jun 06, 2025	BUY	$44.23 - $57.66 $4,467 - $5,823	101 Added 5.94%	1,801 $87,000

Q4 2024 Feb 07, 2025	SELL	$44.23 - $57.66 $100,579 - $131,118	-2,274 Reduced 54.76%	1,879 $91,000
Q3 2024 Nov 13, 2024	BUY	$43.99 - $66.85 $8,226 - $12,500	187 Added 4.72%	4,153 $192,000
Q2 2024 Aug 13, 2024	SELL	$42.81 - $52.94 $11,986 - $14,823	-280 Reduced 6.59%	3,966 $190,000
Q1 2024 May 10, 2024	SELL	$48.75 - $56.39 $82,046 - $94,904	-1,683 Reduced 28.39%	4,246 $225,000
Q4 2023 Feb 12, 2024	SELL	$31.86 - $59.67 $1,911 - $3,580	-60 Reduced 1.0%	5,929 $341,000
Q3 2023 Nov 13, 2023	BUY	$30.86 - $41.98 $86,408 - $117,543	2,800 Added 87.8%	5,989 $206,000
Q2 2023 Aug 10, 2023	BUY	$16.02 - $30.93 $8,586 - $16,578	536 Added 20.2%	3,189 $96,000
Q1 2023 May 12, 2023	BUY	$17.37 - $32.6 $903 - $1,695	52 Added 2.0%	2,653 $49,000
Q4 2022 Feb 10, 2023	BUY	$26.89 - $34.67 $26 - $34	1 Added 0.04%	2,601 $73,000
Q3 2022 Nov 14, 2022	SELL	$22.8 - $40.07 $99,841 - $175,466	-4,379 Reduced 62.75%	2,600 $77,000
Q2 2022 Aug 10, 2022	SELL	$32.67 - $51.16 $590,477 - $924,665	-18,074 Reduced 72.14%	6,979 $237,000
Q1 2022 May 04, 2022	BUY	$49.57 - $74.71 $76,982 - $116,024	1,553 Added 6.61%	25,053 $1.31 Million
Q3 2021 Nov 05, 2021	SELL	$34.93 - $43.5 $32,100 - $39,976	-919 Reduced 3.76%	23,500 $1.01 Million
Q2 2021 Aug 02, 2021	BUY	$29.89 - $43.38 $581,928 - $844,565	19,469 Added 393.31%	24,419 $952,000
Q1 2021 May 13, 2021	BUY	$18.14 - $32.13 $43,880 - $77,722	2,419 Added 95.57%	4,950 $158,000
Q4 2020 Feb 10, 2021	SELL	$11.34 - $18.97 $9,253 - $15,479	-816 Reduced 24.38%	2,531 $46,000
Q3 2020 Nov 12, 2020	SELL	$10.33 - $13.57 $2,933 - $3,853	-284 Reduced 7.82%	3,347 $38,000
Q2 2020 Aug 14, 2020	BUY	$8.82 - $14.71 $12,947 - $21,594	1,468 Added 67.87%	3,631 $44,000
Q1 2020 May 18, 2020	BUY	$9.76 - $23.59 $21,110 - $51,025	2,163 New	2,163 $22,000

Others Institutions Holding CUBI

# of Institutions

282

Shares Held

31.5M

Call Options Held

25.8K

Put Options Held

14.4K

View Full List

About Customers Bancorp, Inc.

Ticker CUBI
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 32,475,500
Market Cap $2.17B
Description
Customers Bancorp, Inc. operates as the bank holding company for Customers Bank that provides financial products and services to individual consumers, and small and middle market businesses. The company offers deposits products, including checking, savings, MMDA, and other deposits accounts. It offers loan products, including commercial mortgage...

More about CUBI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.

Account

Advisor Group Holdings, Inc. Customers Bancorp, Inc. Transaction History