L3VLUP
ProSign in

CUBI · WFC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CUBIWFC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CUBI
  • WFC
0204060202120222023202420252026
Holders and value by quarter
QuarterCUBIWFC
Q3 2020none listed holders, n.a.34 holders, $15.9bn
Q4 2020none listed holders, n.a.33 holders, $19.5bn
Q1 20211 holders, $595k31 holders, $23.4bn
Q2 20211 holders, $729k33 holders, $28.0bn
Q3 20212 holders, $2.4m28 holders, $27.7bn
Q4 2021none listed holders, n.a.32 holders, $28.6bn
Q1 2022none listed holders, n.a.37 holders, $28.8bn
Q2 20222 holders, $11m32 holders, $24.1bn
Q3 2022none listed holders, n.a.28 holders, $25.5bn
Q4 2022none listed holders, n.a.33 holders, $25.2bn
Q1 2023none listed holders, n.a.34 holders, $21.5bn
Q2 2023none listed holders, n.a.29 holders, $23.4bn
Q3 20232 holders, $1.3m30 holders, $22.9bn
Q4 20231 holders, $368k32 holders, $27.2bn
Q1 20241 holders, $952k27 holders, $33.6bn
Q2 20243 holders, $157m37 holders, $34.1bn
Q3 20243 holders, $135m35 holders, $32.0bn
Q4 20244 holders, $135m42 holders, $38.9bn
Q1 20254 holders, $185m39 holders, $38.2bn
Q2 20252 holders, $223m33 holders, $41.6bn
Q3 20255 holders, $259m29 holders, $41.5bn
Q4 20253 holders, $259m29 holders, $43.6bn
Q1 20263 holders, $273m34 holders, $36.8bn
Q2 20263 holders, $323m41 holders, $38.2bn
CUBI

Customers Bancorp Inc

Holders
3
Reported value
$273m
Buyers
11
Sellers
15

Breadth -4 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
WFC

Wells Fargo & Co

Holders
34
Reported value
$36.8bn
Buyers
20
Sellers
22

Breadth -2 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CUBI (1)

Winton Group Ltd

Only WFC (32)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, and 7 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →