Position in UMBF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$79,086,880
-$3,543,706 QoQ
Shares Held
701,187
-2.4% QoQ
Ownership
0.923%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 91.96733538984607.ToString("F0")%
Shared 7.985601558500087.ToString("F0")%
None 0.04706305165383842.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026GW&K Investment Management, LLC holds $699,260,152 across 39 Banks - Regional names. UMBF ranks #1 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
This page
|
701,187 | $79,086,880 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
1,050,635 | $63,006,580 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
1,409,101 | $62,944,540 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
1,562,111 | $55,829,846 | |
| 5 | WTFC |
Wintrust Financial Corp
|
399,035 | $55,441,922 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
376,177 | $51,566,343 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
545,376 | $46,978,688 | |
| 8 | SBCF |
Seacoast Banking Corp Of Florida
|
1,454,745 | $44,064,225 |
All Filings in UMBF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,086,880 | 701,187 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $82,630,586 | 718,277 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $87,929,078 | 742,958 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $65,118,436 | 619,232 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $64,748,787 | 640,443 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $73,378,411 | 650,172 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $68,689,174 | 653,498 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $27,869,203 | 334,083 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,753,377 | 238,572 | 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. | ||||||