Position in UVSP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,538,412
+$352,232 QoQ
Shares Held
80,878
-13.0% QoQ
Ownership
0.293%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#45
of 219 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in UVSP 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. UVSP ranks #5 (2.7% 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
This page
|
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 UVSP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,538,412 | 80,878 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,186,180 | 93,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,564,294 | 78,323 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,374,311 | 79,091 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,353,934 | 78,360 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,214,547 | 78,087 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,298,149 | 77,877 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,012,853 | 71,530 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,028,651 | 45,057 | Shares | Sole | 2024-08-12 | |
| 2023-09-30 | $572,080 | 32,916 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $331,171 | 18,317 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,408,138 | 59,315 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,547,287 | 59,215 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,447,682 | 61,656 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,339,568 | 52,656 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $557,517 | 20,834 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $390,037 | 13,036 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,220,251 | 44,551 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,420,551 | 53,870 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,018,890 | 35,638 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $953,636 | 46,338 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,105,153 | 76,907 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,656,756 | 164,607 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,892,018 | 177,207 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||