Customers Bancorp, Inc.
US ˙ NYSE ˙ US23204G1004

SecurityCUBI / Customers Bancorp, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership410,282 shares
Latest Disclosed Value $ 28,477,714
Morgan Stanley reports 19.84% decrease in ownership of CUBI / Customers Bancorp, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 410,282 shares of Customers Bancorp, Inc. (US:CUBI) valued at $28,477,674 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 511,848 shares of Customers Bancorp, Inc.. This represents a change in shares of -19.84% during the quarter. The current value of the position is $29,823,399 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)
2026-05-15 2026-03-31 13F CUSTOMERS BANCORP COM 23204G100 410,282 -101,566 -19.84 28,478 -23.91 0.0017
2026-05-27 2025-12-31 13F/A-1 CUSTOMERS BANCORP COM 23204G100 511,848 -32,417 -5.96 37,426 5.19 0.0022
2026-02-13 2025-12-31 13F CUSTOMERS BANCORP COM 23204G100 511,848 -32,417 37,426 0.0022
2026-05-27 2025-09-30 13F/A-1 CUSTOMERS BANCORP COM 23204G100 544,265 63,798 13.28 35,579 26.06 0.0022
2025-11-14 2025-09-30 13F CUSTOMERS BANCORP COM 23204G100 544,265 63,798 35,579 0.0022
2025-08-15 2025-06-30 13F CUSTOMERS BANCORP COM 23204G100 480,467 12,137 2.59 28,223 20.04 0.0018
2025-05-15 2025-03-31 13F CUSTOMERS BANCORP COM 23204G100 468,330 -23,094 -4.70 23,510 -1.72 0.0017
2025-05-15 2024-12-31 13F/A-1 CUSTOMERS BANCORP COM 23204G100 491,424 -12,351 -2.45 23,923 2.23 0.0017
2025-02-14 2024-12-31 13F CUSTOMERS BANCORP COM 23204G100 491,424 -12,351 23,923 0.0017
2025-05-14 2024-09-30 13F/A-2 CUSTOMERS BANCORP COM 23204G100 503,775 -29,628 -5.55 23,400 -8.57 0.0017
2025-02-14 2024-09-30 13F/A-1 CUSTOMERS BANCORP COM 23204G100 503,775 -29,628 23,400 0.0017
2024-11-14 2024-09-30 13F CUSTOMERS BANCORP COM 23204G100 503,775 -29,628 23,400 0.0002
2025-05-14 2024-06-30 13F/A-2 CUSTOMERS BANCORP COM 23204G100 533,403 -67,695 -11.26 25,593 -19.76 0.0020
2024-10-17 2024-06-30 13F/A-1 CUSTOMERS BANCORP COM 23204G100 533,403 -67,695 25,593 0.0020
2024-08-14 2024-06-30 13F CUSTOMERS BANCORP COM 23204G100 533,403 -67,695 25,593 0.0020
2024-10-17 2024-03-31 13F/A-2 CUSTOMERS BANCORP COM 23204G100 601,098 -7,655 -1.26 31,894 -9.07 0.0026
2024-08-16 2024-03-31 13F/A-1 CUSTOMERS BANCORP COM 23204G100 601,098 -7,655 31,894 0.0003
2024-05-15 2024-03-31 13F CUSTOMERS BANCORP COM 23204G100 601,098 -7,655 31,894 0.0026
2024-08-16 2023-12-31 13F/A-1 CUSTOMERS BANCORP COM 23204G100 608,753 -1,779 -0.29 35,076 66.77 0.0031
2024-02-13 2023-12-31 13F CUSTOMERS BANCORP COM 23204G100 608,753 -1,779 35,076 0.0031
2023-11-15 2023-09-30 13F CUSTOMERS BANCORP COM 23204G100 610,532 63,183 11.54 21,033 26.99 0.0021
2023-08-14 2023-06-30 13F CUSTOMERS BANCORP COM 23204G100 547,349 178,842 48.53 16,563 142.70 0.0016
2023-05-15 2023-03-31 13F CUSTOMERS BANCORP COM 23204G100 368,507 96,697 35.58 6,825 -11.41 0.0007
2023-02-14 2022-12-31 13F CUSTOMERS BANCORP COM 23204G100 271,810 14,909 5.80 7,703 1.70 0.0009
2022-11-14 2022-09-30 13F CUSTOMERS BANCORP COM 23204G100 256,901 -102,482 -28.52 7,574 -37.84 0.0010
2022-10-27 2022-06-30 13F/A-1 CUSTOMERS BANCORP COM 23204G100 359,383 179,760 100.08 12,184 30.10 0.0016
2022-08-15 2022-06-30 13F CUSTOMERS BANCORP COM 23204G100 359,383 179,760 12,184 0.0016
2022-10-27 2022-03-31 13F/A-1 CUSTOMERS BANCORP COM 23204G100 179,623 55,967 45.26 9,365 15.87 0.0013
2022-05-13 2022-03-31 13F CUSTOMERS BANCORP COM 23204G100 179,623 55,967 9,365 0.0013
2022-02-14 2021-12-31 13F CUSTOMERS BANCORP COM 23204G100 123,656 1,212 0.99 8,082 53.42 0.0010
2021-11-15 2021-09-30 13F CUSTOMERS BANCORP COM 23204G100 122,444 -36,757 -23.09 5,268 -15.14 0.0007
2021-08-23 2021-06-30 13F/A-1 CUSTOMERS BANCORP COM 23204G100 159,201 82,166 106.66 6,208 153.28 0.0008
2021-08-16 2021-06-30 13F CUSTOMERS BANCORP COM 23204G100 159,201 82,166 6,208 0.0002
2021-05-17 2021-03-31 13F CUSTOMERS BANCORP COM 23204G100 77,035 -54,686 -41.52 2,451 2.38 0.0004
2021-02-16 2020-12-31 13F CUSTOMERS BANCORP COM 23204G100 131,721 22,137 20.20 2,394 95.11 0.0004
2020-11-13 2020-09-30 13F CUSTOMERS BANCORP COM 23204G100 109,584 -42,808 -28.09 1,227 -33.02 0.0002
2020-08-14 2020-06-30 13F CUSTOMERS BANCORP COM 23204G100 152,392 34,553 29.32 1,832 42.46 0.0004
2020-05-26 2020-03-31 13F/A-1 CUSTOMERS BANCORP COM 23204G100 117,839 -68,449 -36.74 1,286 -71.01 0.0003
2020-05-15 2020-03-31 13F CUSTOMERS BANCORP COM 23204G100 117,839 -68,449 1,286 98.7916
2020-02-14 2019-12-31 13F CUSTOMERS BANCORP COM 23204G100 186,288 74,142 66.11 4,436 90.80 0.0010
2019-11-14 2019-09-30 13F CUSTOMERS BANCORP COM 23204G100 112,146 -17,780 -13.68 2,325 -14.80 0.0006
2019-08-14 2019-06-30 13F CUSTOMERS BANCORP COM 23204G100 129,926 106,859 463.25 2,729 546.68 0.0007
2019-05-15 2019-03-31 13F CUSTOMERS BANCORP COM 23204G100 23,067 -81,752 -77.99 422 -77.88 0.0001
2019-02-14 2018-12-31 13F CUSTOMERS BANCORP COM 23204G100 104,819 -14,208 -11.94 1,908 -31.86 0.0006
2019-04-23 2018-09-30 13F/A-2 CUSTOMERS BANCORP COM 23204G100 119,027 33,800 39.66 2,800 15.75 0.0007
2018-11-20 2018-09-30 13F/A-1 CUSTOMERS BANCORP COM 23204G100 119,027 0 2,800 0.0007
2018-11-14 2018-09-30 13F CUSTOMERS BANCORP COM 23204G100 119,027 33,800 2,800
2019-04-23 2018-06-30 13F/A-1 CUSTOMERS BANCORP COM 23204G100 85,227 -16,166 -15.94 2,419 -18.17 0.0007
2018-08-14 2018-06-30 13F CUSTOMERS BANCORP COM 23204G100 85,227 -16,166 2,419
2019-04-23 2018-03-31 13F/A-1 CUSTOMERS BANCORP COM 23204G100 101,393 -29,643 -22.62 2,956 -13.16 0.0008
2018-05-14 2018-03-31 13F CUSTOMERS BANCORP COM 23204G100 101,393 -29,643 2,956
2019-04-23 2017-12-31 13F/A-1 CUSTOMERS BANCORP COM 23204G100 131,036 54,399 70.98 3,404 36.21 0.0009
2018-02-14 2017-12-31 13F CUSTOMERS BANCORP COM 23204G100 131,036 54,399 3,404
2017-11-14 2017-09-30 13F CUSTOMERS BANCORP COM 23204G100 76,637 -162,012 -67.89 2,499 -62.97 0.0007
2017-08-11 2017-06-30 13F CUSTOMERS BANCORP COM 23204G100 238,649 88,257 58.68 6,749 42.32 0.0020
2017-05-22 2017-03-31 13F/A-1 CUSTOMERS BANCORP COM 23204G100 150,392 14,481 10.65 4,742 -2.59 0.0015
2017-05-12 2017-03-31 13F CUSTOMERS BANCORP COM 23204G100 150,392 4,742
2017-02-22 2016-12-31 13F/A-1 CUSTOMERS BANCORP COM 23204G100 135,911 101,165 291.16 4,868 456.98 0.0016
2017-02-13 2016-12-31 13F CUSTOMERS BANCORP COM 23204G100 135,911 4,868
2016-11-10 2016-09-30 13F CUSTOMERS BANCORP COM 23204G100 34,746 23,839 218.57 874 218.98 0.0003
2016-08-12 2016-06-30 13F CUSTOMERS BANCORP COM 23204G100 10,907 -40,557 -78.81 274 -77.47 0.0001
2016-05-12 2016-03-31 13F CUSTOMERS BANCORP COM 23204G100 51,464 17,597 51.96 1,216 32.03 0.0005
2016-02-09 2015-12-31 13F CUSTOMERS BANCORP COM 23204G100 33,867 26,413 354.35 921 382.20 0.0003
2016-02-08 2015-09-30 13F/A-1 CUSTOMERS BANCORP COM 23204G100 7,454 2,014 37.02 191 30.82 0.0001
2015-11-09 2015-09-30 13F CUSTOMERS BANCORP COM 23204G100 7,454 191
2015-08-12 2015-06-30 13F CUSTOMERS BANCORP COM 23204G100 5,440 -20,803 -79.27 146 -77.19 0.0001
2015-05-14 2015-03-31 13F CUSTOMERS BANCORP COM 23204G100 26,243 -60,007 -69.57 640 -61.86 0.0002
2015-02-13 2014-12-31 13F CUSTOMERS BANCORP COM 23204G100 86,250 -58,898 -40.58 1,678 -35.68 0.0006
2014-12-16 2014-09-30 13F/A-1 CUSTOMERS BANCORP COM 23204G100 145,148 4,497 3.20 2,609 -7.32 0.0010
2014-11-14 2014-09-30 13F CUSTOMERS BANCORP COM 23204G100 145,148 2,609
2014-08-12 2014-06-30 13F CUSTOMERS BANCORP COM 23204G100 140,651 117,609 510.41 2,815 484.02 0.0048
2014-05-13 2014-03-31 13F CUSTOMERS BANCORP COM 23204G100 23,042 -41,043 -64.04 482 -63.23 0.0002
2014-02-13 2013-12-31 13F CUSTOMERS BANCORP COM 23204G100 64,085 64,085 1,311 0.0006
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.