Position in CUBI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,716,509
+$1,444,308 QoQ
Shares Held
24,730
+433.7% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in CUBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MARTINGALE ASSET MANAGEMENT L P holds $102,729,035 across 69 Banks - Regional names. CUBI ranks #19 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
120,016 | $16,102,546 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
113,904 | $6,563,148 | |
| 3 | OFG |
Ofg Bancorp
|
107,881 | $4,364,865 | |
| 4 | ABCB |
Ameris Bancorp
|
46,518 | $3,627,938 | |
| 5 | UVSP |
UNIVEST FINANCIAL Corp
|
93,000 | $3,186,180 | |
| 6 | FBP |
First Bancorp /Pr/
|
145,548 | $3,108,905 | |
| 7 | THFF |
First Financial Corp /In/
|
41,170 | $2,601,944 | |
| 8 | AROW |
Arrow Financial Corp
|
72,308 | $2,427,379 |
All Filings in CUBI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,716,509 | 24,730 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $272,201 | 4,634 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $321,969 | 6,614 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,427,408 | 30,730 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,368,581 | 28,524 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,076,958 | 20,297 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,670,403 | 28,990 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,145,496 | 33,251 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,294,129 | 42,767 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $396,161 | 21,391 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $456,018 | 16,091 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $453,196 | 15,373 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $463,921 | 13,685 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $403,855 | 6,178 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $591,869 | 13,758 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $538,373 | 13,808 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $439,370 | 13,808 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $252,847 | 13,908 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $427,929 | 38,208 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $609,978 | 50,747 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $526,224 | 48,145 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||