STOCK TITAN

Wellington entities hold 4.0M Customers Bancorp (CUBB) shares, about 11.9%

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and affiliated entities report a significant institutional position in Customers Bancorp, Inc. common stock. They collectively report beneficial ownership of 4,035,500 shares, representing 11.93% of the outstanding common stock. All reported shares are held with shared voting and shared dispositive power; none are held with sole voting or dispositive power. The shares are owned of record by clients of various Wellington investment advisers, which are controlled through a tiered holding-company structure headed by Wellington Management Group LLP. Certain clients, including Bay Pond Partners, L.P. and Bay Pond Investors (Bermuda) L.P., may each have rights to more than five percent of this class through their client accounts.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 4,035,500 shares Beneficial ownership in Customers Bancorp common stock reported by Wellington-related entities
Percent of class 11.93% Portion of Customers Bancorp common stock beneficially owned
Sole voting power 0 shares Shares for which Wellington entities have sole power to vote
Shared voting power 4,035,500 shares Shares for which Wellington entities have shared power to vote
Sole dispositive power 0 shares Shares for which Wellington entities have sole power to dispose
Shared dispositive power 4,035,500 shares Shares for which Wellington entities have shared power to dispose
beneficially owned financial
"Ownership (a) | Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 4,035,500.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
dispositive power financial
"Sole Dispositive Power 0.00 8 | Shared Dispositive Power 4,035,500.00"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers")"

FAQ

How large is Wellington’s stake in Customers Bancorp (CUBB)?

Wellington-related entities report beneficial ownership of 4,035,500 Customers Bancorp common shares, representing 11.93% of the company’s common stock. These shares are held for clients of Wellington investment advisers rather than directly by the Wellington entities themselves.

Does Wellington have voting control over Customers Bancorp (CUBB) shares?

Wellington entities report 0 shares with sole voting power and 4,035,500 shares with shared voting power. Voting and dispositive authority are shared because the shares are held in client accounts managed by Wellington investment advisers, not as proprietary holdings.

Who actually owns the Customers Bancorp (CUBB) shares managed by Wellington?

The 4,035,500 shares are owned of record by clients of one or more Wellington investment advisers. Those clients receive dividends or sale proceeds. Wellington reports beneficial ownership due to its advisory and control relationships over these investment adviser entities.

Which Wellington entities are listed as reporting persons for Customers Bancorp (CUBB)?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. They are organized in Massachusetts or Delaware and form a control chain over the Wellington investment advisers.

What type of Customers Bancorp (CUBB) security is covered by Wellington’s disclosure?

The disclosure covers Customers Bancorp, Inc. common stock with CUSIP 23204G100. Wellington and its affiliates report beneficial ownership and shared voting and dispositive power over this class on behalf of their advisory clients.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates





23204G100

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026