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Disclosery

CUBI CUSTOMERS BANCORP INC

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COM (common), issuer CIK 1488813

234 managers (242 13F filers) reported a position in CUBI shares at 2025-06-30, 28,267,189 shares in all. 32 filers opened a position and 30 filers sold out during the quarter.

Managers
234
13F filers
242
New
32
Added
77
Reduced
87
Sold out
30
Shares held by filers
28,267,189

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TWIN PEAKS WEALTH ADVISORS, LLC84$5.5K<0.01%new13F-HRTimeline
Brooklyn Investment Group88$5.17K<0.01%-613F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…85$4.99K<0.01%+4213F-HRTimelineGroup
MAI Capital Management79$4.64K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC75$4.41K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management75$4.41K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC65$3.82K<0.01%+1013F-HRTimeline
Parkside Financial Bank & Trust63$3.7K<0.01%+4913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors56$3.29K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…54$3.17K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB48$2.82K<0.01%013F-HRTimeline
Clearstead Advisors, LLC41$2.41K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.39$2K<0.01%+3613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Trust, LLC32$1.88K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.29K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$1.18K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.20$1.18K<0.01%-1413F-HRTimeline
SBI Securities Co., Ltd.20$1.18K<0.01%013F-HRTimeline
Painted Porch Advisors LLC20$1.18K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.19$1.12K<0.01%013F-HRTimeline
Arax Advisory Partners18$1.06K<0.01%new13F-HRTimeline
Avion Wealth27$1K<0.01%013F-HR/ATimeline
Hemington Wealth Management24$1K<0.01%-513F-HRTimeline
Covestor Ltd12$1K<0.01%-2513F-HRTimeline
Whipplewood Advisors, LLC15$881<0.01%-113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10$587<0.01%013F-HRTimeline
Rise Advisors, LLC10$587<0.01%-813F-HRTimeline
DecisionPoint Financial, LLC9$560<0.01%new13F-HRTimeline
Kilter Group LLC9$529<0.01%new13F-HRTimeline
Larson Financial Group LLC8$470<0.01%+313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4$236<0.01%-813F-HRTimelineGroup
True Wealth Design, LLC4$235<0.01%013F-HRTimeline
Abound Wealth Management3$177<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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