Position in UMBF
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$20,128,954
-$1,163,224 QoQ
Shares Held
178,464
-3.6% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 75.67352519275596.ToString("F0")%
Shared 0.ToString("F0")%
None 24.32647480724404.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $2,794,486,040 across 14 Banks - Regional names. UMBF ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
52,241,896 | $1,353,065,106 | |
| 2 | NU |
Nu Holdings Ltd.
|
72,837,195 | $1,046,670,491 | |
| 3 | LYG |
Lloyds Banking Group plc
|
26,548,234 | $133,537,617 | |
| 4 | BAP |
Credicorp Ltd
|
262,968 | $89,193,486 | |
| 5 | INTR |
Inter & Co, Inc.
|
10,439,629 | $83,099,446 | |
| 6 | KB |
KB Financial Group Inc.
|
251,197 | $25,051,876 | |
| 7 | UMBF |
Umb Financial Corp
This page
|
178,464 | $20,128,954 | |
| 8 | AX |
Axos Financial, Inc.
|
95,366 | $8,114,692 |
All Filings in UMBF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||