Position in UMBF
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$30,164,332
-$1,505,719 QoQ
Shares Held
267,438
-2.9% QoQ
Ownership
0.352%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EMERALD ADVISERS, LLC holds $171,444,567 across 24 Banks - Regional names. UMBF ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
|
496,232 | $42,224,380 | |
| 2 | UMBF |
Umb Financial Corp
This page
|
267,438 | $30,164,332 | |
| 3 | TBBK |
Bancorp, Inc.
|
491,340 | $26,399,698 | |
| 4 | CUBI |
Customers Bancorp, Inc.
|
343,209 | $23,822,136 | |
| 5 | CCB |
Coastal Financial Corp
|
221,182 | $16,831,950 | |
| 6 | SBCF |
Seacoast Banking Corp Of Florida
|
504,363 | $15,277,155 | |
| 7 | HAPN |
Happen, Inc.
|
927,596 | $13,283,174 | |
| 8 | MPB |
Mid Penn Bancorp Inc
|
32,275 | $1,037,964 |
All Filings in UMBF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||