GW&K Investment Management, LLC

Position in UMBF — Umb Financial Corp

CIK 1082917 BOSTON, MA

Position in UMBF

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$96,001,103

+$16,914,223 QoQ

Shares Held

672,465

-4.1% QoQ

Ownership

0.885%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#28

of 482 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 92% Shared 8% None 0%

Financial Services · as of Jun 30, 2026

GW&K Investment Management, LLC holds $816,921,552 across 39 Banks - Regional names. UMBF ranks #1 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMBF	Umb Financial Corp This page	672,465	$96,001,103
2	CFG	Citizens Financial Group Inc/Ri	1,033,943	$72,448,386
3	GBCI	Glacier Bancorp, Inc.	1,348,072	$69,533,553
4	AUB	Atlantic Union Bankshares Corp	1,466,606	$62,052,099
5	WTFC	Wintrust Financial Corp	373,649	$60,052,867
6	PNFP	Pinnacle Financial Partners, Inc.	593,062	$59,828,094
7	CFR	Cullen/Frost Bankers, Inc.	355,565	$54,941,903
8	ABCB	Ameris Bancorp	535,106	$48,298,667

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,001,103	672,465	-4.1%	Shares	Sole	2026-08-12
2026-03-31	$79,086,880	701,187	-2.4%	Shares	Sole	2026-05-13
2025-12-31	$82,630,586	718,277	-3.3%	Shares	Sole	2026-02-11
2025-09-30	$87,929,078	742,958	+20.0%	Shares	Sole	2025-11-12
2025-06-30	$65,118,436	619,232	-3.3%	Shares	Sole	2025-08-11
2025-03-31	$64,748,787	640,443	-1.5%	Shares	Sole	2025-05-05
2024-12-31	$73,378,411	650,172	-0.5%	Shares	Sole	2025-02-05
2024-09-30	$68,689,174	653,498	+95.6%	Shares	Sole	2024-11-07
2024-06-30	$27,869,203	334,083	+40.0%	Shares	Sole	2024-08-12
2024-03-31	$20,753,377	238,572	-2.1%	Shares	Sole	2024-05-08
2023-12-31	$20,366,816	243,768	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.