Position in UMBF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$73,265,113
+$2,626,297 QoQ
Shares Held
649,571
+5.8% QoQ
Ownership
0.855%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 99.95027487372435.ToString("F0")%
Shared 0.ToString("F0")%
None 0.04972512627564962.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Clearbridge Investments, LLC holds $1,379,331,060 across 21 Banks - Regional names. UMBF ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,988,963 | $413,883,310 | |
| 2 | FITB |
Fifth Third Bancorp
|
2,980,511 | $138,474,541 | |
| 3 | WTFC |
Wintrust Financial Corp
|
957,243 | $132,999,342 | |
| 4 | FHN |
First Horizon Corp
|
5,002,597 | $113,859,107 | |
| 5 | HDB |
Hdfc Bank Ltd
|
4,395,652 | $109,363,821 | |
| 6 | IBN |
Icici Bank Ltd
|
3,243,865 | $84,016,103 | |
| 7 | NWG |
NatWest Group plc
|
5,153,852 | $76,792,394 | |
| 8 | UMBF |
Umb Financial Corp
This page
|
649,571 | $73,265,113 |
All Filings in UMBF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,265,113 | 649,571 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $70,638,816 | 614,037 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $71,588,731 | 604,890 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $39,007,629 | 370,936 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||