Position in UMBF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$39,075,531
-$709,327 QoQ
Shares Held
346,445
+0.2% QoQ
Ownership
0.456%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 58.180831534100754.ToString("F0")%
Shared 0.ToString("F0")%
None 41.819168465899246.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026SYSTEMATIC FINANCIAL MANAGEMENT LP holds $623,130,501 across 22 Banks - Regional names. UMBF ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AUB |
Atlantic Union Bankshares Corp
|
1,533,559 | $54,809,398 | |
| 2 | TRST |
Trustco Bank Corp N Y
|
1,165,133 | $51,009,522 | |
| 3 | WBS |
Webster Financial Corp
|
726,069 | $50,403,709 | |
| 4 | WAFD |
Wafd Inc
|
1,538,351 | $48,304,220 | |
| 5 | PFS |
Provident Financial Services Inc
|
1,956,748 | $41,404,786 | |
| 6 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
1,210,483 | $40,938,534 | |
| 7 | UMBF |
Umb Financial Corp
This page
|
346,445 | $39,075,531 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
1,341,275 | $36,791,172 |
All Filings in UMBF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||