State Street Corp ownership in CUBI / Customers Bancorp, Inc.

Customers Bancorp, Inc.

US ˙ NYSE ˙ US23204G1004

Security	CUBI / Customers Bancorp, Inc.
Institution	State Street Corp
Latest Disclosed Ownership	1,800,121 shares
Ownership	5.30%

2025-11-10 - State Street Corp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,800,121 shares of Customers Bancorp, Inc. (US:CUBI). This represents 5.3 percent ownership of the company. In their previous filing dated 2025-08-11 , State Street Corp had reported owning 1,481,444 shares, indicating an increase of 21.51 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)
2025-11-10	2025-11-10	13G	1,481,444	1,800,121	21.51	5.30	12.77
2025-08-11	2025-08-11	13G	1,781,976	1,481,444	-16.87	4.70	-16.07
2024-10-17	2024-10-17	13G		1,781,976		5.60

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.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,990,570	158,000	8.62	138,165	3.11	0.0048
2026-02-13	2025-12-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,832,570	32,449	1.80	133,998	13.87	0.0045
2025-11-14	2025-09-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,800,121	318,677	21.51	117,674	35.23	0.0041
2025-08-14	2025-06-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,481,444	-104,682	-6.60	87,020	9.29	0.0033
2025-05-15	2025-03-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,586,126	-301,730	-15.98	79,624	-13.36	0.0033
2025-02-14	2024-12-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,887,856	105,880	5.94	91,901	11.03	0.0036
2024-11-14	2024-09-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,781,976	169,982	10.54	82,773	7.02	0.0034
2024-08-14	2024-06-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,611,994	41,668	2.65	77,343	-7.17	0.0034
2024-05-15	2024-03-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,570,326	83,982	5.65	83,321	-2.71	0.0037
2024-02-14	2023-12-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,486,344	-134,222	-8.28	85,643	53.41	0.0042
2023-11-14	2023-09-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,620,566	-159,060	-8.94	55,828	3.67	0.0031
2023-08-14	2023-06-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,779,626	-184,027	-9.37	53,851	48.08	0.0028
2023-05-15	2023-03-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,963,653	430,388	28.07	36,367	-16.31	0.0021
2023-05-15	2022-12-31	13F/A-99	CUSTOMERS BANCORP	COM	23204G100	1,533,265	-71,759	-4.47	43,453	-8.17	0.0026
2023-05-15	2022-12-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,533,265	-71,759		43,453		0.0026
2022-11-15	2022-09-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,605,024	-262,145	-14.04	47,316	-25.25	0.0030
2022-08-15	2022-06-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,867,169	-415,803	-18.21	63,297	-46.82	0.0038
2022-05-16	2022-03-31	13F	CUSTOMERS BANCORP	COM	23204G100	2,282,972	822,072	56.27	119,034	24.64	0.0059
2022-02-14	2021-12-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,460,900	-158,058	-9.76	95,499	37.12	0.0045
2021-11-15	2021-09-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,618,958	57,967	3.71	69,648	14.43	0.0037
2021-08-16	2021-06-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,560,991	242,377	18.38	60,863	45.06	0.0032
2021-07-09	2021-03-31	13F/A-1	CUSTOMERS BANCORP	COM	23204G100	1,318,614	260,615	24.63	41,958	118.14	0.0024
2021-05-17	2021-03-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,318,614	260,615		41,958		0.0024
2021-02-16	2020-12-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,057,999	-15,551	-1.45	19,234	59.96	0.0012
2020-11-10	2020-09-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,073,550	-76,115	-6.62	12,024	-12.99	0.0008
2020-08-14	2020-06-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,149,665	98,002	9.32	13,819	20.22	0.0010
2020-06-19	2020-03-31	13F/A-1	CUSTOMERS BANCORP	COM	23204G100	1,051,663	56,523	5.68	11,495	-51.49	0.0010
2020-05-11	2020-03-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,051,663	56,523		11,495		1,009.4925
2020-02-06	2019-12-31	13F	CUSTOMERS BANCORP	COM	23204G100	995,140	43,276	4.55	23,694	20.02	0.0016
2019-11-14	2019-09-30	13F	CUSTOMERS BANCORP	COM	23204G100	951,864	-56,247	-5.58	19,742	-6.75	0.0015
2019-08-14	2019-06-30	13F	CUSTOMERS BANCORP	COM	23204G100	1,008,111	-74,322	-6.87	21,170	6.82	0.0016
2019-05-15	2019-03-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,082,433	-141,339	-11.55	19,819	-11.02	0.0015
2019-02-12	2018-12-31	13F	CUSTOMERS BANCORP	COM	23204G100	1,223,772	-93,321	-7.09	22,273	-28.13	0.0020
2018-11-09	2018-09-30	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	1,317,093	176,205	15.44	30,991	-4.29	0.0024
2018-08-14	2018-06-30	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	1,140,888	-101,642	-8.18	32,380	-10.60	0.0027
2018-05-15	2018-03-31	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	1,242,530	127,870	11.47	36,221	25.02	0.0031
2018-02-14	2017-12-31	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	1,114,660	186,724	20.12	28,972	-4.28	0.0023
2017-11-14	2017-09-30	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	927,936	-186,880	-16.76	30,267	-4.01	0.0026
2017-08-14	2017-06-30	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	1,114,816	78,363	7.56	31,530	-3.52	0.0028
2017-05-15	2017-03-31	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	1,036,453	313,181	43.30	32,681	26.15	0.0029
2017-02-09	2016-12-31	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	723,272	109,667	17.87	25,906	67.77	0.0024
2017-01-13	2016-09-30	13F/A-1	CUSTOMERS BANCORP	Common equity shares	23204G100	613,605	27,476	4.69	15,441	4.83	0.0016
2016-11-14	2016-09-30	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	613,605			15,441
2016-08-12	2016-06-30	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	586,129	26,505	4.74	14,730	11.37	0.0016
2016-05-20	2016-03-31	13F/A-1	CUSTOMERS BANCORP	Common equity shares	23204G100	559,624	-10,512	-1.84	13,226	-14.77	0.0014
2016-05-12	2016-03-31	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	559,624			13,226
2016-02-16	2015-12-31	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	570,136	-794,733	-58.23	15,518	-55.76	0.0017
2015-11-16	2015-09-30	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	1,364,869	291,302	27.13	35,078	21.52	0.0041
2015-08-13	2015-06-30	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	1,073,567	215,149	25.06	28,865	38.04	0.0031
2015-05-15	2015-03-31	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	858,418	507,229	144.43	20,911	206.12	0.0021
2015-02-11	2014-12-31	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	351,189	13,535	4.01	6,831	12.65	0.0007
2014-11-12	2014-09-30	13F/A-1	CUSTOMERS BANCORP	Common equity shares	23204G100	337,654	11,760	3.61	6,064	-6.99	0.0007
2014-11-10	2014-09-30	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	337,654			6,064
2014-08-12	2014-06-30	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	325,894	40,057	14.01	6,520	9.29	0.0007
2014-05-15	2014-03-31	13F/A-1	CUSTOMERS BANCORP	Common equity shares	23204G100	285,837	3,080	1.09	5,966	3.09	0.0007
2014-05-13	2014-03-31	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	285,837			5,966
2014-02-06	2013-12-31	13F/A-1	CUSTOMERS BANCORP	Common equity shares	23204G100	282,757	13,489	5.01	5,787	33.49	0.0006
2013-11-12	2013-09-30	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	269,268	40,768	17.84	4,335	16.72	0.0005
2013-08-08	2013-06-30	13F	CUSTOMERS BANCORP	Common equity shares	23204G100	228,500	228,500		3,714		0.0005

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.