MARTINGALE ASSET MANAGEMENT L P
Position in FBIZ — First Business Financial Services, Inc.
CIK 936944
BOSTON, MA
Position in FBIZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$442,442
+$64,717 QoQ
Shares Held
7,004
0.0% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#75
of 141 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in FBIZ Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $130,044,183 across 80 Banks - Regional names. FBIZ ranks #63 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
111,997 | $18,387,667 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
106,052 | $7,337,737 | |
| 3 | OFG |
Ofg Bancorp
|
110,411 | $5,417,867 | |
| 4 | BANR |
Banner Corp
|
61,353 | $4,076,293 | |
| 5 | UVSP |
UNIVEST FINANCIAL Corp
|
80,878 | $3,538,412 | |
| 6 | HAFC |
Hanmi Financial Corp
|
108,811 | $3,525,476 | |
| 7 | CPF |
Central Pacific Financial Corp
|
83,400 | $3,185,880 | |
| 8 | FBP |
First Bancorp /Pr/
|
121,133 | $3,157,937 |
All Filings in FBIZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,442 | 7,004 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $377,725 | 7,004 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $380,317 | 7,004 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $359,025 | 7,004 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $374,579 | 7,394 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $372,531 | 7,901 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $595,011 | 12,854 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $556,836 | 12,214 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $537,168 | 14,522 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $544,575 | 14,522 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $582,332 | 14,522 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $438,836 | 14,623 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $431,232 | 14,623 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $446,208 | 14,625 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $275,002 | 7,524 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $220,386 | 6,821 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 | $282,169 | 11,410 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $210,058 | 11,410 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $460,280 | 32,210 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $865,483 | 52,613 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $815,501 | 52,613 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||