CUBINYSEState Commercial BanksFiscal year ends December 31Also trades as CUBB
Customers Bancorp, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$74.48−0.30 (-0.40%)
Close on Oct 19, 2026
- Market cap
- $2.60B
- P/E (TTM)
- 9.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
34M
Shares held, 13F filers
Institutional holders
298
42 new, 23 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 17 sales
Net sold $31.91M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,634,097 | 13.60% | 13G (passive) amendment | Dec 31, 2025 |
| Wellington Investment Advisors Holdings LLP | 4,035,500 | 11.90% | 13G (passive) amendment | Jun 30, 2026 |
| Wellington Management Group LLP | 3,641,339 | 10.60% | 13G (passive) amendment | Jan 30, 2026 |
| Wellington Group Holdings LLP | 3,385,333 | 9.90% | 13G (passive) amendment | Dec 31, 2025 |
| Dimensional Fund Advisors LP | 1,877,035 | 5.50% | 13G (passive) amendment | Dec 31, 2025 |
| State Street Corporation | 1,800,121 | 5.30% | 13G (passive) | Sep 30, 2025 |
| Hood River Capital Management LLC | 1,725,701 | 5.05% | 13G (passive) amendment | Dec 31, 2025 |
| Bay Pond Investors (Bermuda) L.P. | 1,724,079 | 5.00% | 13G (passive) | Mar 9, 2026 |
| Bay Pond Partners, L.P. | 1,708,659 | 5.10% | 13G (passive) | Oct 2, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CUBI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,869,339 | – | $385.16M | −122,591 | 0.01% |
| Wellington Management Group Llp | 4,035,500 | – | $319.21M | +145,956 | 0.06% |
| State Street Corp | 2,079,651 | – | $164.50M | +89,081 | 0.00% |
| Dimensional Fund Advisors LP | 2,012,060 | – | $159.15M | +69,071 | 0.03% |
| Hood River Capital Management LLC | 1,941,996 | – | $153.61M | +210,686 | 1.11% |
| Vanguard Capital Management LLC | 1,359,670 | – | $107.55M | −3,946 | 0.00% |
| American Century Companies Inc | 1,173,042 | – | $92.79M | +67,494 | 0.04% |
| Assenagon Asset Management S.A. | 1,167,136 | – | $92.32M | +388,347 | 0.06% |
| Geode Capital Management, LLC | 910,283 | – | $72.02M | +27,963 | 0.00% |
| UBS Group AG | 698,088 | – | $55.22M | −330,825 | 0.01% |
| Vanguard Portfolio Management LLC | 665,407 | – | $52.63M | +22,687 | 0.00% |
| Driehaus Capital Management LLC | 634,687 | – | $50.20M | +11,173 | 0.29% |
| Allspring Global Investments Holdings, LLC | 562,917 | – | $44.96M | +100,961 | 0.07% |
| Charles Schwab Investment Management Inc | 503,291 | – | $39.81M | −34,002 | 0.01% |
| Nuveen, LLC | 493,505 | – | $39.04M | +6,572 | 0.01% |
| Northern Trust Corp | 428,826 | – | $33.92M | +14,178 | 0.00% |
| Morgan Stanley | 401,607 | – | $31.77M | −8,675 | 0.00% |
| Invesco Ltd. | 388,415 | – | $30.72M | +45,073 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 373,967 | – | $29.58K | −363,917 | 0.00% |
| Emerald Advisers, LLC | 334,660 | – | $26.47M | −8,549 | 0.62% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 298 | 34M | 42 / 116 | 88 / 23 | 2M | 2M |
| Q1 2026 | 282 | 34M | 38 / 117 | 82 / 33 | 6M | 2M |
| Q4 2025 | 284 | 32M | 55 / 106 | 91 / 32 | 4M | 3M |
| Q3 2025 | 265 | 31M | 48 / 100 | 78 / 19 | 4M | 1M |
| Q2 2025 | 240 | 28M | 33 / 77 | 87 / 30 | 2M | 2M |
| Q1 2025 | 238 | 28M | 32 / 77 | 86 / 29 | 3M | 2M |
| Q4 2024 | 238 | 28M | 41 / 70 | 87 / 38 | 2M | 3M |
| Q3 2024 | 240 | 29M | 40 / 87 | 65 / 21 | 7M | 3M |
| Q2 2024 | 224 | 29M | 27 / 88 | 69 / 42 | 3M | 3M |
| Q1 2024 | 241 | 29M | 29 / 87 | 87 / 42 | 3M | 2M |
| Q4 2023 | 256 | 28M | 67 / 62 | 93 / 18 | 5M | 2M |
| Q3 2023 | 209 | 25M | 38 / 58 | 80 / 19 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CUBI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,891,320 | – | $149.60M | 0.13% | Jun 30, 2026 |
| Hood River Small-Cap Growth Fund | 1,031,010 | – | $81.55M | 1.23% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 967,091 | – | $76.50M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 927,916 | – | $69.72M | 0.26% | May 31, 2026 |
| iShares Russell 2000 ETF | 793,228 | – | $62.74M | 0.08% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 542,534 | – | $42.91M | 0.91% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 402,239 | – | $31.65M | 0.16% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 360,792 | – | $28.54M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 340,361 | – | $26.78M | 0.08% | Jul 31, 2026 |
| Amplify Blockchain Technology ETF | 295,784 | – | $23.40M | 2.01% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 289,392 | – | $22.89M | 0.14% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 269,555 | – | $21.32M | 0.15% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 253,089 | – | $19.91M | 0.12% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 246,150 | – | $19.37M | 0.48% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 223,710 | – | $17.60M | 0.12% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Jay S. Sidhu | Chairman, Director | 1,117,822 | Aug 5, 2026 |
| Samvir S. Sidhu | CEO, Director | 540,050 | May 28, 2026 |
| Nicholas John Robinson | Chief Risk Officer | 13,235 | Sep 8, 2026 |
| Lyle Cunningham | Chief Banking Officer | 19,854 | Jun 1, 2026 |
| Mark R. McCollom | Chief Financial Officer | 5,082 | May 28, 2026 |
| Philip Watkins | EVP, Head of Corp Development | 47,934 | May 28, 2026 |
| Thomas Henry Kasulka | Chief Credit Officer | 22,972 | May 28, 2026 |
| Jessie John Deano Velasquez | Chief Accounting Officer | 4,283 | Apr 7, 2026 |
| Stephen Francis Wyremski | Chief Operating Officer | 2,903 | Feb 9, 2026 |
| Glenn Hedde | Pres Mortgage WarehouseLending | 53,754 | Apr 8, 2025 |
| Steven J. Zuckerman | Director | 292,955 | Sep 17, 2026 |
| Robert Morris Krasne | Director | 3,308 | Sep 17, 2026 |
| T. Lawrence Way | Director | 131,909 | Sep 17, 2026 |
| Bernard Bennett Banks | Director | 10,791 | Sep 17, 2026 |
| Andrea R. Allon | Director | 31,624 | Sep 17, 2026 |
| Mike Gill | Director | 2,310 | Sep 17, 2026 |
| Dalton Talley Sirmans | Director | 3,496 | Sep 17, 2026 |
| Robert J. Buford | Director | 25,320 | Sep 17, 2026 |
| Susan Dianne Looney | Director | 2,393 | Sep 17, 2026 |
| Robert Neil Mackay | Director | 10,335 | Jun 16, 2026 |
| Daniel K. Rothermel | Director | 115,561 | Jun 16, 2026 |
| Rajeev V. Date | Director | 6,900 | Mar 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mike Gill Director | Sep 15, 2026 | Award | +625 | $78.91 | $49.32K | 2,310 |
| Andrea R. Allon Director | Sep 15, 2026 | Award | +625 | $78.91 | $49.32K | 30,659 |
| Bernard Bennett Banks Director | Sep 15, 2026 | Award | +879 | $78.91 | $69.36K | 10,791 |
| Susan Dianne Looney Director | Sep 15, 2026 | Award | +625 | $78.91 | $49.32K | 2,393 |
| Robert J. Buford Director | Sep 15, 2026 | Award | +847 | $78.91 | $66.84K | 25,320 |
| Steven J. Zuckerman Director | Sep 15, 2026 | Award | +1,053 | $78.91 | $83.09K | 74,701 |
| Robert Morris Krasne Director | Sep 15, 2026 | Award | +847 | $78.91 | $66.84K | 3,308 |
| T. Lawrence Way Director | Sep 15, 2026 | Award | +847 | $78.91 | $66.84K | 127,409 |
| Dalton Talley Sirmans Director | Sep 15, 2026 | Award | +736 | $78.91 | $58.08K | 3,496 |
| Nicholas John Robinson Chief Risk Officer | Sep 3, 2026 | Tax withholding | −479 | $79.64 | $38.15K | 13,235 |
| Andrea R. Allon Director | Aug 13, 2026 | Sale | −10,000 | $82.81 | $828.10K | 30,034 |
| Jay S. Sidhu Chairman, Director | Aug 3, 2026 | Sale | −68,821 | $80.09 | $5.51M | 667,757 |
| Jay S. Sidhu Chairman, Director | Jul 30, 2026 | Sale | −835 | $79.00 | $65.97K | 736,578 |
| Jay S. Sidhu Chairman, Director | Jul 29, 2026 | Sale | −30,344 | $79.20 | $2.40M | 737,413 |
| Susan Dianne Looney Director | Jun 15, 2026 | Award | +625 | $78.21 | $48.88K | 1,768 |
| T. Lawrence Way Director | Jun 15, 2026 | Award | +849 | $78.21 | $66.40K | 126,562 |
| Robert Morris Krasne Director | Jun 15, 2026 | Award | +849 | $78.21 | $66.40K | 2,461 |
| Robert J. Buford Director | Jun 15, 2026 | Award | +849 | $78.21 | $66.40K | 24,473 |
| Steven J. Zuckerman Director | Jun 15, 2026 | Award | +958 | $78.21 | $74.93K | 73,648 |
| Bernard Bennett Banks Director | Jun 15, 2026 | Award | +881 | $78.21 | $68.90K | 9,912 |
| Dalton Talley Sirmans Director | Jun 15, 2026 | Award | +737 | $78.21 | $57.64K | 2,760 |
| Daniel K. Rothermel Director | Jun 15, 2026 | Award | +385 | $78.21 | $30.11K | 115,561 |
| Mike Gill Director | Jun 15, 2026 | Award | +625 | $78.21 | $48.88K | 1,685 |
| Robert Neil Mackay Director | Jun 15, 2026 | Award | +522 | $78.21 | $40.83K | 10,335 |
| Andrea R. Allon Director | Jun 15, 2026 | Award | +625 | $78.21 | $48.88K | 40,034 |
| Lyle Cunningham Chief Banking Officer | May 29, 2026 | Sale | −47,914 | $75.03 | $3.59M | 19,854 |
| Lyle Cunningham Chief Banking Officer | May 29, 2026 | Option exercise | +10,000 | $28.37 | $283.70K | 67,768 |
| Lyle Cunningham Chief Banking Officer | May 29, 2026 | Option exercise | +5,123 | $19.28 | $98.77K | 57,768 |
| Jay S. Sidhu Chairman, Director | May 27, 2026 | Sale | −60,315 | $76.23 | $4.60M | 767,557 |
| Samvir S. Sidhu CEO, Director | May 12, 2026 | Buy | +1,000 | $72.58 | $72.58K | 521,714 |
| Philip Watkins EVP, Head of Corp Development | May 11, 2026 | Sale | −3,000 | $75.67 | $227.01K | 43,993 |
| Samvir S. Sidhu CEO, Director | Apr 12, 2026 | Tax withholding | −1,389 | $73.99 | $102.77K | 520,714 |
| Jay S. Sidhu Chairman, Director | Apr 12, 2026 | Tax withholding | −1,325 | $73.99 | $98.04K | 804,795 |
| Mark R. McCollom Chief Financial Officer | Apr 8, 2026 | Award | +2,711 | $73.80 | $200.07K | 5,082 |
| Samvir S. Sidhu CEO, Director | Apr 8, 2026 | Award | +5,285 | $73.80 | $390.03K | 539,305 |
| Jay S. Sidhu Chairman, Director | Apr 8, 2026 | Award | +7,047 | $73.80 | $520.07K | 827,872 |
| Samvir S. Sidhu CEO, Director | Apr 8, 2026 | Tax withholding | −1,562 | $73.80 | $115.28K | 522,103 |
| Jay S. Sidhu Chairman, Director | Apr 8, 2026 | Tax withholding | −1,461 | $73.80 | $107.82K | 806,120 |
| Philip Watkins EVP, Head of Corp Development | Apr 8, 2026 | Tax withholding | −568 | $73.80 | $41.92K | 46,993 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Tax withholding | −3,015 | $71.70 | $216.18K | 506,881 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Award | +12,626 | $71.70 | $905.28K | 519,507 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Award | +12,255 | $71.70 | $878.68K | 524,842 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Tax withholding | −6,920 | $71.70 | $496.16K | 512,587 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Tax withholding | −6,716 | $71.70 | $481.54K | 518,126 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Award | +12,255 | $71.70 | $878.68K | 530,381 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Tax withholding | −6,716 | $71.70 | $481.54K | 523,665 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Tax withholding | −6,704 | $71.70 | $480.68K | 807,581 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Tax withholding | −6,705 | $71.70 | $480.75K | 797,249 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Award | +17,036 | $71.70 | $1.22M | 814,285 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Award | +17,037 | $71.70 | $1.22M | 803,954 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Tax withholding | −6,908 | $71.70 | $495.30K | 786,917 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Award | +17,553 | $71.70 | $1.26M | 793,825 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Tax withholding | −3,010 | $71.70 | $215.82K | 776,272 |
| Jessie John Deano Velasquez Chief Accounting Officer | Apr 4, 2026 | Tax withholding | −274 | $70.41 | $19.29K | 4,283 |
| Philip Watkins EVP, Head of Corp Development | Apr 4, 2026 | Tax withholding | −1,392 | $70.41 | $98.01K | 47,561 |
| Samvir S. Sidhu CEO, Director | Apr 4, 2026 | Tax withholding | −3,159 | $70.41 | $222.43K | 509,896 |
| Jay S. Sidhu Chairman, Director | Apr 4, 2026 | Tax withholding | −6,657 | $70.41 | $468.72K | 779,282 |
| Lyle Cunningham Chief Banking Officer | Apr 4, 2026 | Tax withholding | −1,613 | $70.41 | $113.57K | 46,850 |
| Lyle Cunningham Chief Banking Officer | Apr 1, 2026 | Tax withholding | −402 | $70.95 | $28.52K | 48,442 |
| Thomas Henry Kasulka Chief Credit Officer | Apr 1, 2026 | Tax withholding | −829 | $70.95 | $58.82K | 19,031 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sidhu Jay Director | Jul 29, 2026 | 100,000 | $7.92M | Jul 29, 2026 | CUBI Equity Plan |
| Cunningham Lyle Officer | May 29, 2026 | 47,914 | $3.59M | May 29, 2026 | RSU Vesting |
| Sidhu Jay Officer | May 27, 2026 | 100,000 | $7.63M | May 27, 2026 | RSU Vesting |
| Watkins Philip Officer | May 11, 2026 | 3,000 | $227.02K | May 11, 2026 | PSU Vesting |
| Velasquez Jessie Officer | Dec 9, 2025 | 2,242 | $159.29K | Dec 9, 2025 | RSU Vesting |
| Sidhu Jay Director, Officer | Nov 5, 2025 | 200,000 | $13.55M | Nov 5, 2025 | RSU Vesting |
| Sidhu Jay Officer | Jan 31, 2025 | 100,173 | $5.68M | Jan 31, 2025 | RSU Vesting |
| Hedde Glenn Officer | Jan 30, 2025 | 15,815 | $921.22K | Jan 30, 2025 | RSU Vesting |
| Sidhu Jay Officer | Nov 7, 2024 | 100,000 | $5.48M | Nov 7, 2024 | RSU Vesting |
| Hedde Glenn Officer | Nov 6, 2024 | 5,002 | $268.50K | Nov 6, 2024 | RSU Vesting |
| Leibold Carla Officer | Mar 12, 2024 | 35,832 | $1.90M | Mar 12, 2024 | ESPP |
| Hedde Glenn Officer | Feb 27, 2024 | 666 | $36.10K | Feb 27, 2024 | RSU Vesting |
| Sherry K. Sidhu, A/K/A Pushpinder K. Sidhu, Family Trust No. 2 Officer | Dec 5, 2023 | 10,000 | $485.44K | Dec 5, 2023 | Gift |
| Hedde Glenn Officer | Dec 5, 2023 | 1,335 | $64.73K | Dec 5, 2023 | RSU Vesting |
| Cunningham Lyle Officer | Nov 14, 2023 | 4,000 | $178.57K | Nov 14, 2023 | RSU Vesting |