MARTINGALE ASSET MANAGEMENT L P
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 936944
BOSTON, MA
Position in ZION
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,337,737
+$774,589 QoQ
Shares Held
106,052
-6.9% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#109
of 596 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZION 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. ZION ranks #2 (5.6% 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/
This page
|
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 ZION
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,337,737 | 106,052 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,563,148 | 113,904 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,494,076 | 110,934 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,095,080 | 107,725 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,573,993 | 107,316 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,981,263 | 99,905 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,240,017 | 78,157 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,470,525 | 31,142 | Shares | Sole | 2024-11-14 | |
| 2023-03-31 | $15,343,524 | 512,647 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,594,023 | 520,627 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $25,804,482 | 507,363 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,048,738 | 79,543 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,800,277 | 27,460 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $223,856 | 3,617 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $204,409 | 3,867 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||