Position in UMBF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$99,878,322
+$26,613,209 QoQ
Shares Held
699,624
+7.7% QoQ
Ownership
0.921%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#25
of 480 holders
Holding Since
Jun 2025
5 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, 2026Clearbridge Investments, LLC holds $1,418,391,971 across 20 Banks - Regional names. UMBF ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,940,468 | $477,782,030 | |
| 2 | FITB |
Fifth Third Bancorp
|
3,020,589 | $170,270,601 | |
| 3 | WTFC |
Wintrust Financial Corp
|
1,007,925 | $161,993,706 | |
| 4 | FHN |
First Horizon Corp
|
4,659,511 | $119,469,862 | |
| 5 | HDB |
Hdfc Bank Ltd
|
4,444,517 | $114,801,873 | |
| 6 | UMBF |
Umb Financial Corp
This page
|
699,624 | $99,878,322 | |
| 7 | IBN |
Icici Bank Ltd
|
3,320,236 | $96,386,451 | |
| 8 | NU |
Nu Holdings Ltd.
|
4,855,606 | $64,870,895 |
All Filings in UMBF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,878,322 | 699,624 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||