Position in UMBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$48,463,450
+$9,387,919 QoQ
Shares Held
339,475
-2.0% QoQ
Ownership
0.447%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#42
of 483 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SYSTEMATIC FINANCIAL MANAGEMENT LP holds $696,317,618 across 22 Banks - Regional names. UMBF ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AUB |
Atlantic Union Bankshares Corp
|
1,456,569 | $61,627,433 | |
| 2 | TRST |
Trustco Bank Corp N Y
|
1,101,023 | $60,457,172 | |
| 3 | WAFD |
Wafd Inc
|
1,558,139 | $59,785,793 | |
| 4 | UMBF |
Umb Financial Corp
This page
|
339,475 | $48,463,450 | |
| 5 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
1,188,704 | $48,320,816 | |
| 6 | PFS |
Provident Financial Services Inc
|
1,871,847 | $44,250,462 | |
| 7 | 576,094 | $44,025,102 | |||
| 8 | COLB |
Columbia Banking System, Inc.
|
1,289,296 | $41,321,936 |
All Filings in UMBF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,463,450 | 339,475 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $39,075,531 | 346,445 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $39,784,858 | 345,835 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $40,992,060 | 346,363 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $36,491,466 | 347,009 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $33,909,950 | 335,410 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $36,706,811 | 325,242 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $33,693,010 | 320,550 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,963,072 | 59,495 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||