Position in PPT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$43,203
+$122 QoQ
Shares Held
12,170
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UMB Bank, n.a. holds $84,302,555 across 60 Asset Management names. PPT ranks #42 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
38,891 | $37,401,862 | |
| 2 | APO |
Apollo Global Management, Inc.
|
114,083 | $12,711,127 | |
| 3 | BX |
Blackstone Inc.
|
55,705 | $6,405,517 | |
| 4 | TY |
TRI-CONTINENTAL Corp
|
177,792 | $5,616,449 | |
| 5 | ADX |
Adams Diversified Equity Fund, Inc.
|
208,109 | $4,555,506 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
93,588 | $2,217,099 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
102,251 | $1,698,389 | |
| 8 | AMP |
Ameriprise Financial Inc
|
3,685 | $1,637,613 |
All Filings in PPT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,203 | 12,170 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $43,081 | 12,170 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||