STOCK TITAN

State Street Beneficially Owns 1.48M CUBI Shares (4.7%)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

State Street Corporation reports beneficial ownership of 1,481,444 shares of Customers Bancorp common stock, representing 4.7% of the class as of 06/30/2025. The filing shows shared voting power on 270,604 shares and shared dispositive power over 1,481,444 shares. Several State Street Global Advisors affiliates are identified as the relevant subsidiaries associated with the holdings.

The statement also includes a certification that the securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer.

Positive

  • Clear institutional disclosure: State Street reports exact share counts and percentages, improving transparency for investors.
  • Subsidiary identification: Several State Street Global Advisors affiliates are listed, clarifying which entities hold the position.

Negative

  • None.

Insights

TL;DR State Street holds a non-controlling institutional stake of 1.48M CUBI shares (4.7%), with shared voting and dispositive power.

The Schedule 13G discloses a meaningful institutional position but below the 5% threshold that typically triggers heightened investor scrutiny. The filing quantifies both shared voting power (270,604) and shared dispositive power (1,481,444), which clarifies the extent of influence. Because the registrant certifies holdings are in the ordinary course of business and not intended to affect control, this is a routine institutional disclosure rather than an activist stake.

TL;DR Disclosure identifies SSGA affiliates as acquiring entities and affirms holdings are not for control purposes.

The filing names specific State Street Global Advisors entities as the relevant subsidiaries, which improves transparency about which investment management arms hold the securities. Reporting shared voting and dispositive powers assists governance assessment, and the explicit certification that the position is held in the ordinary course reduces concerns about imminent governance actions. No indication in the text suggests a change in control intent.






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



STATE STREET CORPORATION
Signature:ELIZABETH SCHAEFER
Name/Title:SENIOR VICE PRESIDENT, CHIEF ACCOUNTING OFFICER
Date:08/08/2025

FAQ

How many CUBI shares does State Street report owning?

State Street reports beneficial ownership of 1,481,444 shares of Customers Bancorp common stock.

What percentage of Customers Bancorp (CUBI) does State Street own?

The filing states State Street owns 4.7% of the outstanding class of CUBI common stock.

What voting and dispositive powers does State Street have over these shares?

The filing reports shared voting power of 270,604 shares and shared dispositive power over 1,481,444 shares.

Are the holdings intended to influence control of Customers Bancorp?

No. The statement includes a certification that the securities are held in the ordinary course of business and not acquired to change or influence control of the issuer.

Which State Street subsidiaries are identified in the filing?

Identified affiliates include SSGA Funds Management, Inc., State Street Global Advisors Europe Limited, State Street Global Advisors Limited, State Street Global Advisors Trust Company, State Street Global Advisors, Australia, Limited, and State Street Global Advisors, Ltd.

Does the provided document specify which Rule 13d-1(b)/(c)/(d) box was checked?

The header lists the possible rules but the provided content does not show which specific box was checked.