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Wellington discloses 9.9% Customers Bancorp (CUBB) stake held for clients

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and affiliated entities report a significant ownership stake in Customers Bancorp, Inc. common stock. They disclose beneficial ownership of 3,385,333 shares of common stock, representing 9.9% of the class as of 12/31/2025.

The Wellington entities report zero sole voting or dispositive power but shared voting and shared dispositive power over these shares. The securities are owned of record by clients of various Wellington investment advisers, with Bay Pond Partners, L.P. identified as a client with an interest exceeding five percent of the class. The filing states the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Customers Bancorp.

Positive

  • None.

Negative

  • None.





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)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/06/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/06/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/06/2026
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/06/2026

FAQ

What ownership stake does Wellington report in Customers Bancorp (CUBB)?

Wellington entities report beneficial ownership of 3,385,333 Customers Bancorp common shares, representing 9.9% of the class as of 12/31/2025. This makes Wellington a significant institutional holder with shared voting and dispositive power over these shares.

Which Wellington entities are reporting ownership in Customers Bancorp (CUBB)?

The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons, all tied through a holding company structure overseeing various Wellington investment advisers.

How much voting and dispositive power does Wellington have over CUBB shares?

The reporting entities disclose 0 shares with sole voting or dispositive power and 3,385,333 shares with shared voting and shared dispositive power. This means decisions are made collectively for client accounts advised by Wellington investment advisers.

Are Wellington’s Customers Bancorp (CUBB) shares held for control purposes?

No. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Customers Bancorp, nor in connection with any control-related transaction.

Who ultimately owns the Customers Bancorp (CUBB) shares reported by Wellington?

The shares are owned of record by clients of one or more Wellington investment advisers. Wellington Management Group LLP is described as the parent holding company, with clients retaining economic interests, including Bay Pond Partners, L.P. as a client exceeding five percent of the class.

Which client of Wellington holds more than 5% of Customers Bancorp (CUBB)?

The filing identifies Bay Pond Partners, L.P. as a client with the right to receive dividends or sale proceeds relating to more than 5 percent of the Customers Bancorp common stock reported in this Schedule 13G/A.

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