Position in UMBF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$49,350,276
+$19,185,944 QoQ
Shares Held
345,687
+29.3% QoQ
Ownership
0.455%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#40
of 482 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EMERALD ADVISERS, LLC holds $240,570,725 across 21 Banks - Regional names. UMBF ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
|
536,162 | $52,216,817 | |
| 2 | UMBF |
Umb Financial Corp
This page
|
345,687 | $49,350,276 | |
| 3 | TBBK |
Bancorp, Inc.
|
478,025 | $29,943,486 | |
| 4 | CUBI |
Customers Bancorp, Inc.
|
334,660 | $26,471,606 | |
| 5 | HAPN |
Happen, Inc.
|
1,193,757 | $24,758,520 | |
| 6 | SBCF |
Seacoast Banking Corp Of Florida
|
653,964 | $21,744,303 | |
| 7 | CCB |
Coastal Financial Corp
|
216,333 | $16,767,970 | |
| 8 | WSBC |
Wesbanco Inc
|
379,586 | $14,815,241 |
All Filings in UMBF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,350,276 | 345,687 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $30,164,332 | 267,438 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $31,670,051 | 275,296 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $24,801,781 | 209,563 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $22,407,597 | 213,081 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,684,814 | 125,468 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $17,042,650 | 151,007 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,867,040 | 122,415 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||