Customers Bancorp, Inc.
US ˙ NYSE ˙ US23204G1004

SecurityCUBI / Customers Bancorp, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership2,301 shares
Latest Disclosed Value $ 159,712
Cwm, Llc reports 2.46% decrease in ownership of CUBI / Customers Bancorp, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 2,301 shares of Customers Bancorp, Inc. (US:CUBI) valued at $159,712 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,359 shares of Customers Bancorp, Inc.. The current value of the position is $167,260 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F CUSTOMERS BANCORP COM 23204G100 2,301 -58 -2.46 160 0.0004
2026-01-26 2025-12-31 13F CUSTOMERS BANCORP COM 23204G100 2,359 -33 -1.38 0 0.0005
2025-10-15 2025-09-30 13F CUSTOMERS BANCORP COM 23204G100 2,392 -42 -1.73 0 0.0005
2025-07-25 2025-06-30 13F CUSTOMERS BANCORP COM 23204G100 2,434 85 3.62 0 0.0005
2025-05-01 2025-03-31 13F CUSTOMERS BANCORP COM 23204G100 2,349 -86 -3.53 0 0.0005
2025-02-04 2024-12-31 13F CUSTOMERS BANCORP COM 23204G100 2,435 237 10.78 0 0.0005
2024-10-08 2024-09-30 13F CUSTOMERS BANCORP COM 23204G100 2,198 274 14.24 0 0.0004
2024-07-10 2024-06-30 13F CUSTOMERS BANCORP COM 23204G100 1,924 -25 -1.28 0 0.0004
2024-04-05 2024-03-31 13F CUSTOMERS BANCORP COM 23204G100 1,949 19 0.98 0 0.0005
2024-02-01 2023-12-31 13F CUSTOMERS BANCORP COM 23204G100 1,930 -273 -12.39 0 0.0006
2023-10-11 2023-09-30 13F CUSTOMERS BANCORP COM 23204G100 2,203 109 5.21 0 0.0005
2023-08-03 2023-06-30 13F CUSTOMERS BANCORP COM 23204G100 2,094 1,332 174.80 0 0.0004
2023-05-01 2023-03-31 13F CUSTOMERS BANCORP COM 23204G100 762 681 840.74 0 0.0001
2023-02-01 2022-12-31 13F CUSTOMERS BANCORP COM 23204G100 81 -7 -7.95 0 -100.00 0.0000
2022-10-27 2022-09-30 13F CUSTOMERS BANCORP COM 23204G100 88 -169 -65.76 3 -66.67 0.0000
2022-07-28 2022-06-30 13F CUSTOMERS BANCORP COM 23204G100 257 -83 -24.41 9 -50.00 0.0001
2022-04-21 2022-03-31 13F CUSTOMERS BANCORP COM 23204G100 340 132 63.46 18 28.57 0.0001
2022-01-31 2021-12-31 13F CUSTOMERS BANCORP COM 23204G100 208 208 14 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.