Wellington Management Group
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Wellington Management Group’s Customers Bancorp CUBI Stock Holding History

Wellington Management Group’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270M Buy
3,889,544
+504,211
+15% +$36.7M 0.05% 317
2025
Q4 		$248M Sell
3,385,333
-313,012
-8% -$21.5M 0.04% 334
2025
Q3 		$242M Buy
3,698,345
+3,463
+0.1% +$228K 0.04% 339
2025
Q2 		$217M Buy
3,694,882
+162,031
+5% +$8.21M 0.04% 341
2025
Q1 		$177M Buy
3,532,851
+902,406
+34% +$47.4M 0.03% 373
2024
Q4 		$128M Sell
2,630,445
-186,470
-7% -$9.38M 0.02% 475
2024
Q3 		$131M Sell
2,816,915
-405,991
-13% -$21.1M 0.02% 478
2024
Q2 		$155M Buy
3,222,906
+1,174,393
+57% +$55.4M 0.03% 441
2024
Q1 		$109M Buy
2,048,513
+333,459
+19% +$17.6M 0.02% 545
2023
Q4 		$98.8M Sell
1,715,054
-417,151
-20% -$18.1M 0.02% 566
2023
Q3 		$73.5M Buy
2,132,205
+475,907
+29% +$17.2M 0.01% 605
2023
Q2 		$50.1M Buy
+1,656,298
New +$37.1M 0.01% 700
2022
Q3 		– Sell
-8,835
Closed -$300K – 2043
2022
Q2 		$300K Buy
8,835
+3,941
+81% +$160K ﹤0.01% 1951
2022
Q1 		$255K Buy
+4,894
New +$298K ﹤0.01% 2039
2018
Q1 		– Sell
-28,738
Closed -$747K – 2217
2017
Q4 		$747K Hold
28,738
– – ﹤0.01% 1964
2017
Q3 		$938K Buy
28,738
+5,318
+23% +$153K ﹤0.01% 1899
2017
Q2 		$662K Buy
23,420
+12,533
+115% +$370K ﹤0.01% 1981
2017
Q1 		$343K Buy
10,887
+258
+2% +$8.77K ﹤0.01% 2131
2016
Q4 		$381K Sell
10,629
-3,858
-27% -$114K ﹤0.01% 2054
2016
Q3 		$364K Sell
14,487
-7,273
-33% -$188K ﹤0.01% 2045
2016
Q2 		$546K Sell
21,760
-38,684
-64% -$985K ﹤0.01% 1897
2016
Q1 		$1.43M Hold
60,444
– – ﹤0.01% 1698
2015
Q4 		$1.65M Buy
60,444
+22,394
+59% +$625K ﹤0.01% 1671
2015
Q3 		$977K Buy
+38,050
New +$968K ﹤0.01% 1832
2014
Q2 		– Sell
-117,920
Closed -$2.24M – 2160
2014
Q1 		$2.24M Sell
117,920
-1,579,054
-93% -$28.8M ﹤0.01% 1660
2013
Q4 		$31.6M Sell
1,696,974
-517,102
-23% -$8.24M 0.01% 875
2013
Q3 		$32.4M Buy
2,214,076
+792,844
+56% +$12.1M 0.01% 840
2013
Q2 		$21M Buy
+1,421,232
New +$22M 0.01% 956

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group's CUBI Position: Q1 2026 in Review

Wellington Management Group increased its Customers Bancorp (CUBI) stake by 15% in Q1 2026, buying an estimated $36.7M and bringing the position to 3,889,544 shares worth $270M. The position accounts for 0.05% of the portfolio, ranked #317.

Wellington Management Group first reported a position in CUBI in Q2 2013 and has held it in 28 quarters since. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Wellington Management Group held 3,889,544 shares of Customers Bancorp worth $270M as of Q1 2026.
  • Wellington Management Group bought 504,211 Customers Bancorp shares in Q1 2026, an estimated $36.7M.
  • Customers Bancorp made up 0.05% of Wellington Management Group's portfolio in Q1 2026, its #317 holding.
  • Wellington Management Group first reported a position in Customers Bancorp in Q2 2013 and has held it in 28 quarters since.
  • 280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.