Position in UMBF
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,973,023
-$170,990 QoQ
Shares Held
44,091
-1.4% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $132,979,731 across 38 Banks - Regional names. UMBF ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
104,153 | $21,530,507 | |
| 2 | TFC |
Truist Financial Corp
|
416,327 | $19,138,551 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
114,073 | $9,826,245 | |
| 4 | FHN |
First Horizon Corp
|
414,208 | $9,427,373 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
39,710 | $8,263,250 | |
| 6 | UMBF |
Umb Financial Corp
This page
|
44,091 | $4,973,023 | |
| 7 | UBSI |
United Bankshares Inc/Wv
|
113,931 | $4,719,022 | |
| 8 | BPOP |
Popular, Inc.
|
33,994 | $4,560,974 |
All Filings in UMBF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,973,023 | 44,091 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $5,144,013 | 44,715 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $5,435,341 | 45,926 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $4,489,700 | 42,694 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $4,364,688 | 43,172 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $919,131 | 8,144 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $831,209 | 7,908 | Shares | Other | 2024-11-05 | |
| 2020-03-31 | $2,179 | 47 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||