Customers Bancorp, Inc.
US ˙ NYSE ˙ US23204G1004

SecurityCUBI / Customers Bancorp, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,877,035 shares
Ownership 5.50%
Dimensional Fund Advisors Lp ownership in CUBI / Customers Bancorp, Inc.

2026-01-21 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,877,035 shares of Customers Bancorp, Inc. (US:CUBI). This represents 5.5 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 2,153,952 shares, indicating a decrease of -12.86 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-01-21 2026-01-21 13G/A 2,153,952 1,877,035 -12.86 5.50 -20.29
2024-02-09 2024-02-09 13G/A 2,390,225 2,153,952 -9.88 6.90 -6.76
2023-02-10 2023-02-10 13G/A 2,323,334 2,390,225 2.88 7.40 2.78
2022-02-08 2022-02-08 13G/A 2,387,679 2,323,334 -2.69 7.20 -5.26
2021-02-12 2021-02-12 13G/A 2,634,009 2,387,679 -9.35 7.60 -9.63
2020-02-12 2020-02-12 13G/A 2,661,955 2,634,009 -1.05 8.41 0.12
2019-02-08 2019-02-08 13G/A 2,332,472 2,661,955 14.13 8.40 10.96
2018-02-09 2018-02-09 13G 2,332,472 7.57

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F CUSTOMERS BANCORP COM 23204G100 1,942,989 65,954 3.51 134,859 -1.74 0.0060
2026-02-12 2025-12-31 13F CUSTOMERS BANCORP COM 23204G100 1,877,035 -55,778 -2.89 137,249 8.63 0.0288
2025-11-12 2025-09-30 13F CUSTOMERS BANCORP COM 23204G100 1,932,813 -48,345 -2.44 126,348 8.57 0.0271
2025-08-12 2025-06-30 13F CUSTOMERS BANCORP COM 23204G100 1,981,158 -48,700 -2.40 116,375 14.21 0.0269
2025-05-13 2025-03-31 13F CUSTOMERS BANCORP COM 23204G100 2,029,858 -106,865 -5.00 101,897 -2.04 0.0253
2025-02-13 2024-12-31 13F CUSTOMERS BANCORP COM 23204G100 2,136,723 -46,005 -2.11 104,016 2.60 0.0250
2024-11-07 2024-09-30 13F CUSTOMERS BANCORP COM 23204G100 2,182,728 -59,393 -2.65 101,385 -5.75 0.0246
2024-08-09 2024-06-30 13F CUSTOMERS BANCORP COM 23204G100 2,242,121 21,302 0.96 107,575 -8.71 0.0281
2024-05-10 2024-03-31 13F CUSTOMERS BANCORP COM 23204G100 2,220,819 66,867 3.10 117,837 -5.06 0.0319
2024-02-07 2023-12-31 13F CUSTOMERS BANCORP COM 23204G100 2,153,952 40,134 1.90 124,114 70.44 0.0362
2023-11-09 2023-09-30 13F CUSTOMERS BANCORP COM 23204G100 2,113,818 -4,266 -0.20 72,818 13.61 0.0239
2023-08-09 2023-06-30 13F CUSTOMERS BANCORP COM 23204G100 2,118,084 -274,220 -11.46 64,095 44.67 0.0204
2023-05-12 2023-03-31 13F CUSTOMERS BANCORP COM 23204G100 2,392,304 2,079 0.09 44,305 66,026.87 0.0149
2023-02-09 2022-12-31 13F CUSTOMERS BANCORP COM 23204G100 2,390,225 51,252 2.19 68 -99.90 0.0200
2022-11-10 2022-09-30 13F CUSTOMERS BANCORP COM 23204G100 2,338,973 -56,965 -2.38 68,953 -15.11 0.0265
2022-08-12 2022-06-30 13F CUSTOMERS BANCORP COM 23204G100 2,395,938 127,726 5.63 81,222 -31.32 0.0291
2022-05-13 2022-03-31 13F CUSTOMERS BANCORP COM 23204G100 2,268,212 -55,122 -2.37 118,266 -22.13 0.0364
2022-02-09 2021-12-31 13F CUSTOMERS BANCORP COM 23204G100 2,323,334 -19,003 -0.81 151,874 50.72 0.0459
2021-11-12 2021-09-30 13F CUSTOMERS BANCORP COM 23204G100 2,342,337 -5,426 -0.23 100,768 10.08 0.0325
2021-08-12 2021-06-30 13F CUSTOMERS BANCORP COM 23204G100 2,347,763 5,920 0.25 91,539 22.84 0.0290
2021-05-14 2021-03-31 13F CUSTOMERS BANCORP COM 23204G100 2,341,843 -45,836 -1.92 74,517 71.67 0.0246
2021-03-08 2020-12-31 13F/A-2 CUSTOMERS BANCORP COM 23204G100 2,387,679 -51,548 -2.11 43,408 58.89 0.0157
2021-02-11 2020-12-31 13F CUSTOMERS BANCORP COM 23204G100 2,387,679 -51,548 43,408 15,676.6623
2020-11-12 2020-09-30 13F CUSTOMERS BANCORP COM 23204G100 2,439,227 -38,296 -1.55 27,319 -8.26 0.0116
2020-08-13 2020-06-30 13F CUSTOMERS BANCORP COM 23204G100 2,477,523 -117,352 -4.52 29,779 5.00 0.0131
2020-05-14 2020-03-31 13F CUSTOMERS BANCORP COM 23204G100 2,594,875 -39,134 -1.49 28,361 -54.78 0.0148
2020-02-14 2019-12-31 13F CUSTOMERS BANCORP COM 23204G100 2,634,009 4,494 0.17 62,716 15.00 0.0229
2019-11-12 2019-09-30 13F CUSTOMERS BANCORP COM 23204G100 2,629,515 -7,809 -0.30 54,537 -1.53 0.0212
2019-08-13 2019-06-30 13F CUSTOMERS BANCORP COM 23204G100 2,637,324 -1,444 -0.05 55,383 14.63 0.0215
2019-08-12 2019-03-31 13F/A-2 CUSTOMERS BANCORP COM 23204G100 2,638,768 -23,187 -0.87 48,316 -0.27 0.0192
2019-05-10 2019-03-31 13F CUSTOMERS BANCORP COM 23204G100 2,638,768 -23,187 48,316
2019-02-26 2018-12-31 13F/A-1 CUSTOMERS BANCORP COM 23204G100 2,661,955 1,667 0.06 48,448 -22.60 0.0219
2019-02-13 2018-12-31 13F CUSTOMERS BANCORP COM 23204G100 2,661,955 1,667 48,448
2018-11-13 2018-09-30 13F CUSTOMERS BANCORP COM 23204G100 2,660,288 30,627 1.16 62,596 -16.13 0.0238
2018-08-10 2018-06-30 13F CUSTOMERS BANCORP COM 23204G100 2,629,661 126,770 5.06 74,631 2.29 0.0298
2018-05-11 2018-03-31 13F CUSTOMERS BANCORP COM 23204G100 2,502,891 170,419 7.31 72,959 20.35 0.0304
2018-02-12 2017-12-31 13F CUSTOMERS BANCORP COM 23204G100 2,332,472 195,035 9.12 60,622 -13.05 0.0251
2017-11-13 2017-09-30 13F CUSTOMERS BANCORP COM 23204G100 2,137,437 159,979 8.09 69,723 24.67 0.0305
2017-08-11 2017-06-30 13F CUSTOMERS BANCORP COM 23204G100 1,977,458 301,538 17.99 55,924 5.83 0.0258
2017-05-12 2017-03-31 13F CUSTOMERS BANCORP COM 23204G100 1,675,920 263,321 18.64 52,842 4.43 0.0253
2017-02-09 2016-12-31 13F CUSTOMERS BANCORP COM 23204G100 1,412,599 174,004 14.05 50,599 62.37 0.0253
2016-11-10 2016-09-30 13F CUSTOMERS BANCORP COM 23204G100 1,238,595 149,528 13.73 31,163 13.87 0.0168
2016-08-09 2016-06-30 13F CUSTOMERS BANCORP COM 23204G100 1,089,067 130,880 13.66 27,368 20.87 0.0157
2016-05-13 2016-03-31 13F CUSTOMERS BANCORP COM 23204G100 958,187 126,670 15.23 22,642 0.03 0.0136
2016-02-10 2015-12-31 13F CUSTOMERS BANCORP COM 23204G100 831,517 135,766 19.51 22,635 26.59 0.0141
2015-11-13 2015-09-30 13F CUSTOMERS BANCORP COM 23204G100 695,751 180,775 35.10 17,880 29.12 0.0117
2015-08-14 2015-06-30 13F CUSTOMERS BANCORP COM 23204G100 514,976 124,043 31.73 13,848 45.42 0.0085
2015-05-14 2015-03-31 13F CUSTOMERS BANCORP COM 23204G100 390,933 113,740 41.03 9,523 76.55 0.0060
2015-02-06 2014-12-31 13F CUSTOMERS BANCORP COM 23204G100 277,193 75,800 37.64 5,394 49.13 0.0035
2014-11-13 2014-09-30 13F CUSTOMERS BANCORP COM 23204G100 201,393 31,043 18.22 3,617 6.10 0.0026
2014-08-08 2014-06-30 13F CUSTOMERS BANCORP COM 23204G100 170,350 97,873 135.04 3,409 125.31 0.0024
2014-05-14 2014-03-31 13F CUSTOMERS BANCORP COM 23204G100 72,477 43,339 148.74 1,513 153.86 0.0011
2014-02-12 2013-12-31 13F CUSTOMERS BANCORP COM 23204G100 29,138 8,909 44.04 596 82.82 0.0005
2013-11-13 2013-09-30 13F CUSTOMERS BANCORP COM 23204G100 20,229 20,229 326 0.0003
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.