Position in UMBF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$285,520
-$81,047 QoQ
Shares Held
2,000
-38.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#338
of 480 holders
Holding Since
Mar 2024
10 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, 2026Douglass Winthrop Advisors, LLC holds $1,973,242 across 5 Banks - Regional names. UMBF ranks #2 (14.5% of the industry book) .
All Filings in UMBF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,520 | 2,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $366,567 | 3,250 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $476,265 | 4,140 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $489,969 | 4,140 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $612,557 | 5,825 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $624,292 | 6,175 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $725,125 | 6,425 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $675,331 | 6,425 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $535,973 | 6,425 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $696,789 | 8,010 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||