Position in UMBF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,007,445
+$5,878,491 QoQ
Shares Held
182,176
+2.1% QoQ
Ownership
0.240%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#64
of 482 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WCM INVESTMENT MANAGEMENT, LLC holds $2,844,229,398 across 15 Banks - Regional names. UMBF ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
51,506,124 | $1,495,222,779 | |
| 2 | NU |
Nu Holdings Ltd.
|
74,446,402 | $994,603,929 | |
| 3 | LYG |
Lloyds Banking Group plc
|
26,155,105 | $152,484,262 | |
| 4 | BAP |
Credicorp Ltd
|
278,043 | $108,319,990 | |
| 5 | KB |
KB Financial Group Inc.
|
396,115 | $41,576,229 | |
| 6 | UMBF |
Umb Financial Corp
This page
|
182,176 | $26,007,445 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
1,099,664 | $10,534,781 | |
| 8 | EWBC |
East West Bancorp Inc
|
42,821 | $5,527,762 |
All Filings in UMBF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,007,445 | 182,176 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $20,128,954 | 178,464 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $21,292,178 | 185,085 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $21,752,730 | 183,800 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||