Position in TR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,328
-$2,643 QoQ
Shares Held
160
-23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 230 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TR Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026UMB Bank, n.a. holds $12,141,865 across 3 Confectioners names. TR ranks #3 (0.1% of the industry book) .
All Filings in TR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,328 | 160 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,971 | 210 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,849 | 187 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,239 | 125 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,910 | 87 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,864 | 91 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $484 | 15 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $464 | 15 | Shares | Sole | 2024-10-09 | |
| 2023-06-30 | $102,264 | 2,888 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $143,801 | 3,202 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $132,350 | 3,109 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $106,728 | 3,207 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $113,367 | 3,207 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $108,900 | 3,115 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $112,856 | 3,115 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||