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Disclosery

CUBI CUSTOMERS BANCORP INC

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COM (common), issuer CIK 1488813

235 managers (240 13F filers) reported a position in CUBI shares at 2024-12-31, 27,798,188 shares in all. 30 filers opened a position and 38 filers sold out during the quarter.

Managers
235
13F filers
240
New
30
Added
71
Reduced
86
Sold out
38
Shares held by filers
27,798,188

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

  • Bay Pond Partners, L.P.
    1,708,659 shares, 5.1% in a 13G as of 2026-10-02,0000936872-26-000020
    Accepted , ingested

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning94$4.58K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.91$4.29K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…85$4.14K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.83$4.04K<0.01%+6813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd83$4K<0.01%+5713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC81$4K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC75$3.65K<0.01%013F-HRTimeline
Brooklyn Investment Group75$3.65K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management75$3.65K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors56$2.71K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC49$2.38K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB48$2.34K<0.01%013F-HRTimeline
WPG Advisers, LLC47$2.29K<0.01%13F-HRTimeline
Fortitude Family Office, LLC46$2.24K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC35$1.7K<0.01%+513F-HRTimeline
Geneos Wealth Management Inc.33$1.61K<0.01%-113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.07K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$1.02K<0.01%new13F-HRTimelineGroup
Hemington Wealth Management29$1K<0.01%013F-HRTimeline
Avion Wealth27$1K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$974<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.20$974<0.01%13F-HRTimeline
Painted Porch Advisors LLC20$974<0.01%new13F-HRTimeline
Quarry LP15$730<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC15$730<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC12$557<0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10$487<0.01%013F-HR/ATimeline
Continuum Advisory, LLC10$487<0.01%013F-HRTimeline
Hexagon Capital Partners LLC6$292<0.01%new13F-HRTimeline
Larson Financial Group LLC5$243<0.01%013F-HRTimeline
Parkside Financial Bank & Trust4$195<0.01%013F-HRTimeline
Abound Wealth Management4$195<0.01%013F-HRTimeline
IFP Advisors, Inc0$195<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Capital A Wealth Management, LLC1$49<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Bay Pond Partners, L.P. reported 1,708,659 CUBI shares, 5.1% of the class, as of 2026-10-02, in a 13G filed 2026-10-08. 0000936872-26-000020

    Accepted , ingested