Запись по ценной бумаге · архивный квартал
CUBI
Customers Bancorp, Inc. · Financial Services · Banks - Regional
101Отслеживаемые держатели
-2Δ держателей
26.05MАкций в держании
$1.81BОтчётная стоимость
+5Новые позиции
−7Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.9% ·
поток акций +9.5% ·
новые чистые позиции -2.0%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 329.23K | $24.37M | n/a | −1 |
| Q2 2026 | 99 | +2 | 26.29M | $2.08B | +7 | −6 |
| 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 | n/a |
| Q1 2025 | 10 | -2 | 7.11M | $356.79M | n/a | −2 |
| Q4 2024 | 12 | -1 | 6.14M | $298.98M | n/a | −1 |
| Q3 2024 | 12 | +3 | 4.59M | $213.01M | +3 | n/a |
| Q2 2024 | 9 | n/a | 4.38M | $210.17M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 4.99M | -0.1% | $346.49M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 2 | Wellington Management ✦ | 3.89M | +14.9% | $269.97M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (пассивный) | 1.99M | +8.6% | $138.17M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 1.94M | +3.5% | $134.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | Vanguard Capital Management Llc | 1.36M | n/a | $94.65M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | American Century Companies Inc | 1.11M | +14.9% | $76.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 1.03M | +275.6% | $71.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Geode Capital Management ✦ (пассивный) | 882.32K | +16.4% | $61.25M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Assenagon Asset Management S.A. | 778.79K | +213.0% | $54.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 737.88K | -15.3% | $51.22M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 11 | Charles Schwab Investment… | 537.29K | +2.4% | $37.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Nuveen, LLC | 486.93K | -13.6% | $33.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Allspring Global Investments… | 461.96K | +9.5% | $32.78M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Northern Trust Corp | 414.65K | +2.2% | $28.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 15 | Goldman Sachs Group ✦ | 414.33K | +50.4% | $28.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Morgan Stanley ✦ | 410.28K | -19.8% | $28.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 17 | Invesco Ltd. | 343.34K | +71.2% | $23.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | Tidal Investments LLC | 303.64K | -4.7% | $21.08M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Sei Investments Co | 254.97K | +41.2% | $17.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Principal Financial Group Inc | 240.33K | -17.1% | $16.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Two Sigma Investments ✦ | 232.72K | +206.0% | $16.15M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 210.52K | -51.6% | $14.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 23 | Bank of New York Mellon Corp | 201.20K | -2.7% | $13.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 24 | Renaissance Technologies ✦ | 179.72K | +34.2% | $12.47M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 164.59K | +62.0% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | D. E. Shaw & Co. ✦ | 146.70K | -18.9% | $10.18M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 27 | Franklin Resources Inc | 137.87K | +105.1% | $9.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 28 | Victory Capital Management Inc | 136.22K | +83.6% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Millennium Management ✦ | 134.10K | +213.1% | $9.31M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 30 | Prudential Financial Inc | 122.71K | +1.0% | $8.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Federated Hermes, Inc. | 108.99K | +6.3% | $7.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Squarepoint Ops LLC | 98.31K | -10.1% | $6.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 93.08K | +3.7% | $6.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Rhumbline Advisers | 87.32K | +2.6% | $6.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 81.95K | +3.2% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 36 | UBS AM, a distinct business unit of… | 80.62K | -13.2% | $5.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 37 | Qube Research & Technologies Ltd | 77.38K | +65.5% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Universal- Beteiligungs- und… | 75.27K | -17.4% | $5.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Legal & General Group Plc | 71.61K | -9.5% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 40 | Ameriprise Financial Inc | 67.92K | -3.1% | $4.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Swiss National Bank | 64.00K | 0.0% | $4.44M | 0.0% | Held | 2 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 62.29K | +6.8% | $4.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Citadel Advisors ✦ | 61.53K | -38.7% | $4.27M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 44 | Mackenzie Financial Corp | 56.53K | +85.4% | $3.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Citigroup Inc | 50.61K | +13.4% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 46 | Envestnet Asset Management Inc | 48.43K | +28.0% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | California State Teachers… | 39.61K | +33.8% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Credit Agricole S A | 39.56K | 0.0% | $2.75M | 0.0% | Held | 2 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 38.62K | +121.2% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Alliancebernstein L.P. | 34.61K | -0.1% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Hrt Financial Lp | 33.10K | Новый | $2.30M | 0.0% | New | 1 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 27.65K | +15.4% | $1.92M | 0.0% | ▲ Add | 8 | SEC ↗ ×5 |
| 53 | Barclays Plc | 26.33K | -58.8% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 54 | First Trust Advisors Lp | 23.66K | -4.2% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Ensign Peak Advisors, Inc | 23.08K | +592.3% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Voya Investment Management Llc | 22.26K | -0.2% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Quantinno Capital Management LP | 20.39K | +73.3% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Zurcher Kantonalbank (Zurich… | 19.09K | +72.0% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 16.45K | -20.1% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Fifth Third Bancorp | 16.04K | +2688.7% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Janus Henderson Group Plc | 15.72K | -84.3% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.02K | +1.2% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Manufacturers Life Insurance… | 14.70K | +2.5% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Mml Investors Services, Llc | 14.17K | +3.0% | $983,262 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Wells Fargo & Company/Mn | 13.10K | -64.2% | $909,132 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 66 | New York State Common Retirement… | 10.64K | 0.0% | $738,592 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Royal Bank Of Canada | 10.11K | +509.3% | $702,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Jones Financial Companies Lllp | 8.84K | +44115.0% | $598,317 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 8.54K | -0.7% | $592,851 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 70 | Creative Planning | 8.36K | -34.2% | $580,129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | State Board Of Administration Of… | 7.58K | 0.0% | $525,850 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Hsbc Holdings Plc | 7.54K | Новый | $519,349 | 0.0% | New | 1 | SEC ↗ |
| 73 | Lido Advisors, LLC | 7.07K | +15.2% | $490,659 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 74 | State Of Wisconsin Investment Board | 6.84K | -8.2% | $475,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Amundi | 6.42K | +46.9% | $445,543 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Lazard Asset Management Llc | 6.02K | +6.2% | $418,126 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Truist Financial Corp | 6.02K | +40.6% | $417,918 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Point72 Asset Management ✦ | 5.77K | -44.2% | $400,565 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Pictet Asset Management Holding SA | 5.60K | +13.6% | $388,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Pnc Financial Services Group, Inc. | 5.30K | -0.2% | $367,596 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 81 | Mercer Global Advisors Inc /Adv | 5.05K | +33.1% | $350,729 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Marshall Wace ✦ | 4.99K | -34.0% | $346,564 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | ProShare Advisors LLC | 4.98K | -19.9% | $345,593 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank Of Montreal /Can/ | 4.68K | +52.3% | $325,117 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 85 | Healthcare Of Ontario Pension Plan… | 4.61K | -91.0% | $319,772 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Cetera Investment Advisers | 4.07K | +32.6% | $282,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Capstone Investment Advisors, Llc | 3.69K | Новый | $256,123 | 0.0% | New | 1 | SEC ↗ |
| 88 | Neuberger Berman Group LLC | 3.63K | +11.9% | $252,236 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 89 | Canada Pension Plan Investment Board | 3.40K | 0.0% | $235,994 | 0.0% | Held | 2 | SEC ↗ |
| 90 | LPL Financial LLC | 3.23K | Новый | $224,403 | 0.0% | New | 1 | SEC ↗ |
| 91 | Focus Partners Wealth | 3.17K | +10.3% | $220,101 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Osaic Holdings, Inc. | 2.97K | +35.0% | $206,213 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 93 | Cwm, Llc | 2.30K | -2.5% | $159,712 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Rockefeller Capital Management L.P. | 1.89K | +30.5% | $130,907 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 95 | Us Bancorp \De\ | 958 | 0.0% | $66,495 | 0.0% | Held | 2 | SEC ↗ |
| 96 | Simplex Trading, Llc | 734 | Новый | $50,946 | 0.0% | New | 1 | SEC ↗ |
| 97 | Assetmark, Inc | 566 | +15.8% | $39,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | BNP Paribas Asset Management… | 515 | +19.2% | $35,746 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Nomura Asset Management Co Ltd | 440 | 0.0% | $30,540 | 0.0% | Held | 2 | SEC ↗ |
| 100 | Group One Trading Llc | 202 | -59.8% | $14,021 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Hrt Financial Lp | $2.30M | 0.0% |
| Hsbc Holdings Plc | $519,349 | 0.0% |
| Capstone Investment Advisors… | $256,123 | 0.0% |
| LPL Financial LLC | $224,403 | 0.0% |
| Simplex Trading, Llc | $50,946 | 0.0% |
Закрыто
| First Eagle Investment… | $10.19M | составлял 0.0% |
| Nomura Asset Management… | $4.13M | составлял 0.0% |
| HighTower Advisors, LLC | $1.53M | составлял 0.0% |
| Corient Private Wealth LP | $438,576 | составлял 0.0% |
| Balyasny Asset Management L.P. | $431,262 | составлял 0.0% |
| Wealth Enhancement Advisory… | $255,433 | составлял 0.0% |
| Kayne Anderson Rudnick… | $731 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 279 держатели, 33.52M акции, $2.23B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Aug 13
Allon Andrea R.
Director · 10.00K акц. · $828,100
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Oct 08
SC 13G: Bay Pond Partners, L.P.
Aug 13
SC 13G/A: WELLINGTON MANAGEMENT GROUP LLP
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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