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Compiled from SEC Form N-PX filings and Customers Bancorp, Inc.’s Form 8-K, filed 2025-05-28 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore Customers Bancorp, Inc. in the interactive database Compare manager voting policies
These tallies are Customers Bancorp, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-28 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Andrea R. Allon | 24,633,767 | -- | -- | 26,527 | 2,143,979 | Majority: yes |
| Elect Director: Bernard B. Banks | 25,630,562 | -- | -- | 18,815 | 2,143,979 | Majority: yes |
| Elect Director: Daniel K. Rothermel | 22,453,326 | -- | -- | 18,804 | 2,143,979 | Majority: yes |
| To approve, on an advisory basis, our named executive officer compensation. | 24,487,836 | 1,179,906 | 67,068 | -- | 2,143,979 | Majority: yes |
Source: Customers Bancorp, Inc., Form 8-K, filed with the SEC on 2025-05-28 — read the filing on EDGAR.
Each item below shows how the 272 asset managers that disclosed a Customers Bancorp, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Customers Bancorp, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held 2025-05-27.
Combines 7 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Customers Bancorp, Inc.’s own tally for this item (“To approve, on an advisory basis, our named executive officer compensation.”): 24,487,836 for, 1,179,906 against, per its Form 8-K filed 2025-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 31,479,132 outstanding shares: 78% for, 4% against (82% of the company cast a for/against vote).
The 269 asset managers below cast 93% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the total votes cast at the meeting.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 4,290,212 | 0 | 0 | 0 | For |
| State Street | 2,322,827 | 0 | 0 | 0 | For |
| Wellington | 2,220,444 | 0 | 0 | 0 | For |
| Vanguard | 2,109,492 | 1,337 | 0 | 0 | For |
| American Century | 0 | 1,634,491 | 0 | 0 | Against |
| Hood River Capital Management LLC | 1,449,345 | 0 | 0 | 0 | For |
| Dimensional | 1,402,156 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 897,468 | 0 | 0 | 0 | For |
| Charles Schwab | 844,789 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 692,710 | 0 | 0 | 0 | For |
| Fidelity | 653,014 | 0 | 0 | 0 | For |
| Nuveen | 530,922 | 0 | 0 | 0 | For |
| TIAA | 525,348 | 0 | 0 | 0 | For |
| Allspring | 477,235 | 0 | 0 | 0 | For |
| JPMorgan | 462,914 | 0 | 0 | 0 | For |
| Northern Trust | 352,484 | 0 | 0 | 0 | For |
| Aristotle Capital Boston, LLC | 318,324 | 0 | 0 | 0 | For |
| DE Shaw | 310,024 | 0 | 0 | 0 | For |
| Royce | 261,506 | 0 | 0 | 0 | For |
| Tieton Capital Management, LLC | 223,283 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 205,769 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 198,493 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 194,876 | 0 | 0 | 0 | For |
| South Dakota Investment Council | 190,897 | 0 | 0 | 0 | For |
| Prudential/PGIM | 190,584 | 0 | 0 | 0 | For |
Showing the 25 largest of 269 asset managers. See all 269 in the interactive database.
Meeting held 2025-05-27.
Combines 2 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Customers Bancorp, Inc.’s own tally for this item (“Elect Director: Andrea R. Allon”): 24,633,767 for, 26,527 withheld, per its Form 8-K filed 2025-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 31,479,132 outstanding shares: 78% for, 0.1% withheld (78% of the company cast a for/withheld vote).
The 88 asset managers below cast 96% of the shares they voted on this item FOR (12,639,188 for, 587,446 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,272,223 | 236 | 0 | 0 | For |
| Vanguard | 2,024,670 | 2 | 0 | 0 | For |
| Dimensional | 1,188,996 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 897,468 | 0 | 0 | 0 | For |
| State Street | 819,850 | 0 | 0 | 0 | For |
| American Century | 804,770 | 0 | 0 | 0 | For |
| Fidelity | 641,170 | 0 | 0 | 0 | For |
| TIAA | 0 | 525,348 | 0 | 0 | Against |
| Charles Schwab | 403,468 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 205,769 | 0 | 0 | 0 | For |
| Royce | 183,453 | 0 | 0 | 0 | For |
| Allspring | 168,243 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 150,000 | 0 | 0 | 0 | For |
| JPMorgan | 139,568 | 0 | 0 | 0 | For |
| World Funds Trust | 121,142 | 0 | 0 | 0 | For |
| First Trust | 84,587 | 0 | 0 | 0 | For |
| Equitable | 47,172 | 30,240 | 0 | 0 | For |
| Russell Investments | 76,169 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 74,587 | 0 | 0 | 0 | For |
| Federated Hermes | 74,479 | 0 | 0 | 0 | For |
| Jackson National | 60,125 | 0 | 0 | 0 | For |
| Lincoln Financial | 58,891 | 0 | 0 | 0 | For |
| Invesco | 57,887 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 57,661 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 52,200 | 0 | 0 | 0 | For |
Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.
Meeting held 2025-05-27.
Combines 2 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Customers Bancorp, Inc.’s own tally for this item (“Elect Director: Bernard B. Banks”): 25,630,562 for, 18,815 withheld, per its Form 8-K filed 2025-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 31,479,132 outstanding shares: 81% for, 0.1% withheld (81% of the company cast a for/withheld vote).
The 88 asset managers below cast 99.7% of the shares they voted on this item FOR (13,196,394 for, 30,240 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,272,459 | 0 | 0 | 0 | For |
| Vanguard | 2,024,672 | 0 | 0 | 0 | For |
| Dimensional | 1,188,996 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 897,468 | 0 | 0 | 0 | For |
| State Street | 819,850 | 0 | 0 | 0 | For |
| American Century | 804,770 | 0 | 0 | 0 | For |
| Fidelity | 641,170 | 0 | 0 | 0 | For |
| TIAA | 525,348 | 0 | 0 | 0 | For |
| Charles Schwab | 403,468 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 205,769 | 0 | 0 | 0 | For |
| Royce | 183,453 | 0 | 0 | 0 | For |
| Allspring | 168,243 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 150,000 | 0 | 0 | 0 | For |
| JPMorgan | 139,568 | 0 | 0 | 0 | For |
| World Funds Trust | 121,142 | 0 | 0 | 0 | For |
| First Trust | 84,587 | 0 | 0 | 0 | For |
| Equitable | 47,172 | 30,240 | 0 | 0 | For |
| Russell Investments | 76,169 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 74,587 | 0 | 0 | 0 | For |
| Federated Hermes | 74,479 | 0 | 0 | 0 | For |
| Jackson National | 60,125 | 0 | 0 | 0 | For |
| Lincoln Financial | 58,891 | 0 | 0 | 0 | For |
| Invesco | 57,887 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 57,661 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 52,200 | 0 | 0 | 0 | For |
Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.
Meeting held 2025-05-27.
Combines 2 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Customers Bancorp, Inc.’s own tally for this item (“Elect Director: Daniel K. Rothermel”): 22,453,326 for, 18,804 withheld, per its Form 8-K filed 2025-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 31,479,132 outstanding shares: 71% for, 0.1% withheld (71% of the company cast a for/withheld vote).
The 87 asset managers below cast 88% of the shares they voted on this item FOR (11,672,227 for, 1,539,714 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,272,223 | 236 | 0 | 0 | For |
| Vanguard | 2,023,331 | 1,341 | 0 | 0 | For |
| Dimensional | 1,188,996 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 897,468 | 0 | 0 | 0 | For |
| State Street | 818,895 | 955 | 0 | 0 | For |
| American Century | 804,770 | 0 | 0 | 0 | For |
| Fidelity | 641,170 | 0 | 0 | 0 | For |
| TIAA | 0 | 525,348 | 0 | 0 | Against |
| Charles Schwab | 0 | 403,468 | 0 | 0 | Against |
| Amplify ETF Trust | 0 | 205,769 | 0 | 0 | Against |
| Royce | 183,453 | 0 | 0 | 0 | For |
| Allspring | 168,243 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 150,000 | 0 | 0 | 0 | For |
| JPMorgan | 129,002 | 10,566 | 0 | 0 | For |
| World Funds Trust | 121,142 | 0 | 0 | 0 | For |
| First Trust | 84,587 | 0 | 0 | 0 | For |
| Equitable | 47,172 | 30,240 | 0 | 0 | For |
| Russell Investments | 0 | 76,169 | 0 | 0 | Against |
| FIRST EAGLE FUNDS | 74,587 | 0 | 0 | 0 | For |
| Federated Hermes | 74,479 | 0 | 0 | 0 | For |
| Jackson National | 60,125 | 0 | 0 | 0 | For |
| Lincoln Financial | 58,891 | 0 | 0 | 0 | For |
| Invesco | 0 | 57,887 | 0 | 0 | Against |
| Columbia Threadneedle | 0 | 57,661 | 0 | 0 | Against |
| TARGET PORTFOLIO TRUST | 52,200 | 0 | 0 | 0 | For |
Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.
Meeting held 2025-05-27.
99.9% fund support · no official result
The 87 asset managers below cast 99.9% of the shares they voted on this item FOR (13,192,969 for, 11,862 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,272,459 | 0 | 0 | 0 | For |
| Vanguard | 2,024,672 | 0 | 0 | 0 | For |
| Dimensional | 1,188,996 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 897,468 | 0 | 0 | 0 | For |
| State Street | 819,850 | 0 | 0 | 0 | For |
| American Century | 804,770 | 0 | 0 | 0 | For |
| Fidelity | 641,170 | 0 | 0 | 0 | For |
| TIAA | 525,348 | 0 | 0 | 0 | For |
| Charles Schwab | 403,468 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 205,769 | 0 | 0 | 0 | For |
| Royce | 183,453 | 0 | 0 | 0 | For |
| Allspring | 168,243 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 150,000 | 0 | 0 | 0 | For |
| JPMorgan | 139,568 | 0 | 0 | 0 | For |
| World Funds Trust | 121,142 | 0 | 0 | 0 | For |
| First Trust | 84,587 | 0 | 0 | 0 | For |
| Equitable | 77,412 | 0 | 0 | 0 | For |
| Russell Investments | 76,169 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 74,587 | 0 | 0 | 0 | For |
| Federated Hermes | 74,479 | 0 | 0 | 0 | For |
| Jackson National | 60,125 | 0 | 0 | 0 | For |
| Lincoln Financial | 58,891 | 0 | 0 | 0 | For |
| Invesco | 57,887 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 57,661 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 52,200 | 0 | 0 | 0 | For |
Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.
Meeting held 2024-05-28 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Customers Bancorp, Inc.’s own tally for this item (“To approve, on an advisory basis, our named executive officer compensation.”): 24,701,922 for, 585,984 against, per its Form 8-K filed 2024-05-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 31,479,132 outstanding shares: 78% for, 2% against (80% of the company cast a for/against vote).
The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 3,622 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 0 | 3,622 | 0 | 0 | Against |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Ranked by the number of Customers Bancorp, Inc. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 31,479,132 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 13.63% |
| 2 | State Street | 7.38% |
| 3 | Wellington | 7.05% |
| 4 | Vanguard | 6.71% |
| 5 | American Century | 5.19% |
| 6 | Hood River Capital Management LLC | 4.60% |
| 7 | Dimensional | 4.45% |
| 8 | Manager Directed Portfolios | 2.85% |
| 9 | Charles Schwab | 2.68% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.20% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 14.29% | 13F |
| Wellington Management | 11.22% | 13F |
| Vanguard Group | 6.57% | 13F |
| Dimensional Fund Advisors | 6.45% | 13F |
| Bay Pond Investors (Bermuda) L.P. | 5.48% | 13G |
| Bay Pond Partners, L.P. | 5.42% | 13G |
| State Street | 5.04% | 13F |
| Geode Capital | 2.20% | 13F |
| Nuveen | 1.69% | 13F |
| Morgan Stanley | 1.49% | 13F |
Percentages above are of 31,479,132 shares outstanding, as reported by Customers Bancorp, Inc. on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Customers Bancorp, Inc.’s 10-Q dated 2025-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At Customers Bancorp, Inc.'s shareholder meeting held 2025-05-27, in the 2024-2025 proxy season, 272 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,600 separate fund positions. Their filings are grouped here into 6 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve a non-binding advisory resolution on named executive officer compensation. — FOR was 95% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Customers Bancorp, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2025-05-28.
Customers Bancorp, Inc. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.