Position in UMBF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$99,194,786
+$18,791,421 QoQ
Shares Held
694,836
-2.5% QoQ
Ownership
0.915%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#26
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,342,148,688 across 127 Banks - Regional names. UMBF ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,415,104 | $348,426,905 | |
| 2 | WTFC |
Wintrust Financial Corp
|
1,246,124 | $200,277,048 | |
| 3 | BAP |
Credicorp Ltd
|
478,109 | $186,261,704 | |
| 4 | EWBC |
East West Bancorp Inc
|
1,330,518 | $171,756,567 | |
| 5 | USB |
US Bancorp \De\
|
1,723,537 | $104,101,634 | |
| 6 | ONB |
Old National Bancorp /In/
|
3,951,709 | $102,349,263 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
654,435 | $101,123,295 | |
| 8 | UMBF |
Umb Financial Corp
This page
|
694,836 | $99,194,786 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,194,786 | 694,836 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $80,403,365 | 712,859 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $83,636,265 | 727,019 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $88,913,632 | 751,277 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $81,696,910 | 776,882 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $84,901,050 | 839,773 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $90,873,742 | 805,190 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $91,114,392 | 866,848 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $14,356,331 | 172,097 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $16,318,279 | 187,588 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $13,636,111 | 163,209 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $10,188,050 | 164,191 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $10,072,067 | 165,387 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $9,973,553 | 172,792 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $14,135,341 | 169,245 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $14,265,238 | 169,240 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $14,418,994 | 167,468 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $18,540,848 | 190,828 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $22,589,757 | 212,890 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $19,524,007 | 201,882 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $19,016,066 | 204,342 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,901,757 | 150,566 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $8,655,071 | 125,454 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $6,159,037 | 125,669 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $6,780,783 | 131,538 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $6,147,854 | 132,554 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||