Position in UMBF
as of Jun 30, 2026
· filed Sep 29, 2026
Position Value
$258,252
+$48,579 QoQ
Shares Held
1,809
-8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
4 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, 2026CIM INVESTMENT MANAGEMENT INC holds $4,437,765 across 15 Banks - Regional names. UMBF ranks #8 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
|
34,523 | $505,761 | |
| 2 | AX |
Axos Financial, Inc.
|
4,571 | $445,169 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
12,069 | $386,811 | |
| 4 | HOMB |
Home Bancshares Inc
|
12,889 | $367,980 | |
| 5 | TFC |
Truist Financial Corp
|
7,345 | $365,927 | |
| 6 | SSB |
SouthState Bank Corp
|
2,665 | $266,233 | |
| 7 | HWC |
Hancock Whitney Corp
|
3,534 | $264,060 | |
| 8 | UMBF |
Umb Financial Corp
This page
|
1,809 | $258,252 |
All Filings in UMBF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,252 | 1,809 | Shares | Sole | 2026-09-29 | |
| 2021-12-31 | $209,673 | 1,976 | Shares | Sole | 2022-05-19 | |
| 2020-09-30 | $205,400 | 4,191 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $212,953 | 4,131 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||