Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$928,594
+$5,518 QoQ
Shares Held
18,639
-7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#766
of 1,678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $729,534,057 across 117 Banks - Regional names. TFC ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
4,674,963 | $667,397,717 | |
| 2 | RF |
Regions Financial Corp
|
656,266 | $19,819,232 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
231,625 | $13,376,343 | |
| 4 | USB |
US Bancorp De
|
199,077 | $12,024,250 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
12,730 | $3,134,379 | |
| 6 | BUSE |
First Busey Corp /Nv/
|
82,757 | $2,441,331 | |
| 7 | EQBK |
Equity Bancshares Inc
|
46,796 | $2,292,536 | |
| 8 | FITB |
Fifth Third Bancorp
|
28,305 | $1,595,552 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,594 | 18,639 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $923,076 | 20,080 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $989,071 | 20,099 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $861,409 | 18,841 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $911,946 | 21,213 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $1,572,258 | 38,208 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $7,429,778 | 171,272 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $817,420 | 19,112 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $739,509 | 19,035 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $755,158 | 19,373 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $2,201,243 | 59,622 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $1,822,628 | 63,706 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,183,985 | 71,960 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $4,634,462 | 135,908 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $5,857,371 | 136,123 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $6,412,048 | 147,268 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $7,733,935 | 163,060 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $21,199,789 | 373,894 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $8,965,819 | 153,131 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $4,588,013 | 78,227 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $4,413,859 | 79,529 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,792,970 | 82,184 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $4,221,146 | 88,069 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,635,783 | 121,834 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $4,574,866 | 121,834 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $6,588,163 | 213,624 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||