Position in UMBF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$416,288
+$87,393 QoQ
Shares Held
2,916
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#297
of 480 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $13,523,304 across 9 Banks - Regional names. UMBF ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
84,534 | $5,105,853 | |
| 2 | MTB |
M&T Bank Corp
|
17,957 | $4,273,945 | |
| 3 | WSBC |
Wesbanco Inc
|
48,357 | $1,887,373 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,572 | $633,277 | |
| 5 | SFBS |
ServisFirst Bancshares, Inc.
|
5,000 | $433,750 | |
| 6 | UMBF |
Umb Financial Corp
This page
|
2,916 | $416,288 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
17,428 | $308,998 | |
| 8 | FITB |
Fifth Third Bancorp
|
4,162 | $234,611 |
All Filings in UMBF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,288 | 2,916 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $328,895 | 2,916 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $228,469 | 1,986 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $265,104 | 2,240 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $235,558 | 2,240 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $273,273 | 2,703 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||