Customers Bancorp, Inc.· CUBI

🇺🇸 US · MidSP600NYSE

Financial ServicesBanks - RegionalWebsite

Price: $83.65
Day: +3.85%
Mkt Cap: $2.83B
52W Range: $59.34 – $83.78
Volume: 468.4K
Beta: 1.49

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Customers Bancorp, Inc.

CUBI|Financial Services|Banks - Regional

Current price: $84

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$2.5M

Net share flow-31.2K

Purchases0 ($0)

Sales2 ($2.5M)

Top Notable Transactions

Insider

Type

Value

Date

SIDHU JAY S

Sale

$8.9M

Dec 3

SIDHU JAY S

Sale

$4.9M

Nov 11

SIDHU JAY S

Sale

$4.6M

May 27

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership98.6%

13F share flow-0.6%

Investors holding283

+195 adding-122 reducing

157

New 38Inc 157Red 80Closed 42

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$346.5M

-0.1%

WELLINGTON MANAGEMENT GROUP LLP

$270.0M

+14.9%

STATE STREET CORP

$138.2M

+8.6%

DIMENSIONAL FUND ADVISORS LP

$134.9M

+3.5%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting136

Total shares held11.2M

Share flow-20.2%

29 buying29 selling

Buying 29Unchanged 79Selling 29

Top Fund Holders

Fund

Weight

Change

AMERICAN CENTURY ETF TRUST

1.1M

0.44%

+115.2K

SCHWAB STRATEGIC TRUST

262.1K

0.08%

+223.3K

VANGUARD SCOTTSDALE FUNDS

192.8K

0.01%

+7.8K

VANGUARD ADMIRAL FUNDS

164.3K

3.07%

+2.3K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore CUBI on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

CUBI Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.6/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+54

Fund Flow

10% weight

Overall Smart Money sentiment of 3.6/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for CUBI

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q3 2026

2 sales totaling $2.5M (31.2K shares)

Share volume is below the historical pace (0.4x average)

Buying seen in 1 of 7 quarters

Notable Recent Transactions, CUBI

Top 8 highest-value recent insider trades

SIDHU JAY S

CEO

Sell

128,185 shares at $69.43

Dec 3, 2025$8.90M

SIDHU JAY S

CEO

Sell

86,578 shares at $56.54

Nov 11, 2024$4.90M

SIDHU JAY S

Director

Sell

60,315 shares at $76.23

May 27, 2026$4.60M

SIDHU JAY S

CEO

Sell

100,000 shares at $39.42

Oct 31, 2023$3.94M

SIDHU JAY S

CEO

Sell

67,000 shares at $56.82

Feb 4, 2025$3.81M

Cunningham Lyle

Officer

Sell

47,914 shares at $75.03

May 29, 2026$3.59M

SIDHU JAY S

Director

Sell

30,344 shares at $79.20

Jul 29, 2026$2.40M

SIDHU JAY S

CEO

Sell

51,240 shares at $41.47

Nov 2, 2023$2.12M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for CUBI

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

98.6% institutional ownership

Moderate accumulation: 195 adding vs 122 reducing

13F shares increased by 4.4%, a notable change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+41 growing-235 shrinkingNet: -194

215

New (11)

Increased (30)

Reduced (20)

Closed (215)

Top Institutional Holders, CUBI

Largest 8 institutional positions by ownership percentage as of Q2 2026

ASSENAGON ASSET MANAGEMENT S.A.

583.6K

$46.2M

Ownership

1.71%

-25.1%

PRINCIPAL FINANCIAL GROUP INC

247.9K

$19.6M

Ownership

0.73%

+3.1%

ACCESS INVESTMENT MANAGEMENT LLC

140.5K

$11.1M

Ownership

0.41%

+0.4%

ENVESTNET ASSET MANAGEMENT INC

57.1K

$4.5M

Ownership

0.17%

+17.9%

CITIGROUP INC

51.2K

$4.1M

Ownership

0.15%

+1.2%

Y-INTERCEPT (HONG KONG) LTD

40.7K

$3.2M

Ownership

0.12%

+300.6%

SIPPICAN CAPITAL ADVISORS

39.8K

$3.1M

Ownership

0.12%

No change

MRAZ, AMERINE & ASSOCIATES, INC.

36.0K

$2.8M

Ownership

0.11%

-1.8%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 137 ETFs and mutual funds reporting

29 buying29 sellingNet: 0

Buying (29)

Unchanged (79)

Selling (29)

Neutral

Mixed fund activity in Q2 2026

137 ETFs and mutual funds reporting

29 buying vs 29 selling (balanced)

Top Fund Holders, CUBI

Largest 8 ETF and mutual fund positions by shares held as of latest filing

AMERICAN CENTURY ETF TRUST

1.1M

Weight

0.44%

Increased

SCHWAB STRATEGIC TRUST

262.1K

Weight

0.08%

Increased

VANGUARD SCOTTSDALE FUNDS

192.8K

Weight

0.01%

Increased

VANGUARD ADMIRAL FUNDS

164.3K

Weight

3.07%

Increased

LORD ABBETT RESEARCH FUND INC

108.5K

Weight

6.67%

No change

VANGUARD WORLD FUND

52.5K

Weight

0.02%

Decreased

COLUMBIA FUNDS SERIES TRUST

47.5K

Weight

0.17%

Decreased

VANGUARD WELLINGTON FUND

26.2K

Weight

0.01%

Decreased

Customers Bancorp, Inc.· CUBI

Holdings Analysis

Insider Trading Activity

1.3Transaction History47Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings76Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History47Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings76Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights