Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$137,482
-$145,592 QoQ
Shares Held
1,025
-48.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#381
of 514 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $53,636,437 across 32 Capital Markets names. HLI ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
159,718 | $33,387,450 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
94,985 | $8,267,494 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,402 | $7,486,160 | |
| 4 | SCHW |
Schwab Charles Corp
|
24,434 | $2,254,524 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,148 | $516,241 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
9,181 | $458,865 | |
| 7 | EVR |
Evercore Inc.
|
580 | $198,034 | |
| 8 | SF |
Stifel Financial Corp
|
2,719 | $189,704 |
All Filings in HLI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,482 | 1,025 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $283,074 | 1,971 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $361,095 | 2,073 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $288,474 | 1,405 | Shares | Defined | 2025-11-04 | |
| 2025-03-31 | $221,578 | 1,372 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $156,640 | 902 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $135,423 | 857 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $102,627 | 761 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $96,782 | 755 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $104,321 | 870 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $93,194 | 870 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $63,409 | 645 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $56,431 | 645 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $56,218 | 645 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $11,231 | 149 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $16,416 | 208 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $18,262 | 208 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $21,531 | 208 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||