CUBI
Customers Bancorp, Inc. · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow -5.1% ·
net new positions -8.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 100 | +2 | 26.29M | $2.08B | +7 | −5 |
| Q1 2026 | 101 | -2 | 26.05M | $1.81B | +5 | −7 |
| Q4 2025 | 103 | 0 | 24.64M | $1.80B | +1 | −1 |
| Q3 2025 | 18 | 0 | 15.69M | $1.03B | +1 | −1 |
| Q2 2025 | 15 | +2 | 13.18M | $774.08M | +2 | — |
| Q1 2025 | 10 | -2 | 7.11M | $356.79M | — | −2 |
| Q4 2024 | 12 | -1 | 6.14M | $298.98M | — | −1 |
| Q3 2024 | 12 | +3 | 4.59M | $213.01M | +3 | — |
| Q2 2024 | 9 | — | 4.38M | $210.17M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 2.63M | -6.6% | $128.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 1.89M | — | $91.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 683.68K | -0.5% | $33.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 683.68K | -0.5% | $33.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 305.54K | +66.5% | $14.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 305.54K | +66.5% | $14.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 227.14K | +30.7% | $11.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 227.14K | +30.7% | $11.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 160.30K | +104.1% | $7.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 73.27K | -2.6% | $3.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 73.27K | -2.6% | $3.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 73.27K | -2.6% | $3.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 71.37K | -38.8% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 56.08K | -1.8% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 21.72K | +11.2% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Marshall Wace ✦ | 20.35K | -69.6% | $990,833 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Marshall Wace ✦ | 20.35K | -69.6% | $990,833 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Point72 Asset Management ✦ | 3.80K | -20.8% | $184,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Arrowstreet Capital | $14.19M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 279 holders, 33.52M shares, $2.23B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 10.00K sh · $828,100
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology