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Equibles

MARTINGALE ASSET MANAGEMENT L P

Position in FISI — Financial Institutions Inc

CIK 936944 BOSTON, MA
Back to FISI Full portfolio

Position in FISI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,619,125
+$301,638 QoQ
Shares Held
41,548
0.0% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#50
of 159 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 61% Shared 0% None 39%

Common Shares in FISI Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $130,044,183 across 80 Banks - Regional names. FISI ranks #25 (1.2% 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 FISI

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,619,125 41,548
2026-03-31 $1,317,487 41,548
2025-12-31 $224,424 7,200
2025-09-30 $220,320 8,100
2025-03-31 $539,635 21,620
2024-12-31 $1,556,485 57,035
2024-09-30 $1,452,681 57,035
2024-06-30 $1,032,306 53,432
2024-03-31 $892,049 47,399
2023-12-31 $1,248,861 58,632
2023-09-30 $1,043,998 62,032
2023-06-30 $889,215 56,494
2023-03-31 $781,726 40,546
2022-12-31 $741,079 30,422
2022-09-30 $732,257 30,422
2022-06-30 $513,140 19,721
2022-03-31 $560,418 18,600
2021-12-31 $1,526,304 47,997
2021-09-30 $1,642,748 53,597
2021-06-30 $1,338,990 44,633
2021-03-31 $1,460,947 48,232
2020-12-31 $1,101,330 48,948
2020-09-30 $1,345,066 87,342
2020-06-30 $2,442,246 131,233
2020-03-31 $2,380,566 131,233