Position in UMBF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,311,277
New position
Shares Held
55,956
first reported quarter
Ownership
0.074%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026NICOLET BANKSHARES INC holds $22,552,454 across 12 Banks - Regional names. UMBF ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
51,519 | $6,958,155 | |
| 2 | UMBF |
Umb Financial Corp
This page
|
55,956 | $6,311,277 | |
| 3 | ASB |
Associated Banc-Corp
|
106,491 | $2,753,857 | |
| 4 | WAL |
Western Alliance Bancorporation
|
34,873 | $2,470,752 | |
| 5 | USB |
US Bancorp De
|
24,578 | $1,278,301 | |
| 6 | HOMB |
Home Bancshares Inc
|
36,390 | $979,982 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
2,414 | $502,329 | |
| 8 | OSBC |
Old Second Bancorp Inc
|
20,210 | $407,433 |
All Filings in UMBF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,311,277 | 55,956 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||