Position in ISTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,438,192
+$339,626 QoQ
Shares Held
52,739
+28.3% QoQ
Ownership
0.383%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in ISTR 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.
| # | 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 ISTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,438,192 | 52,739 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,098,566 | 41,114 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $858,955 | 37,008 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||