Position in UMBF
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$5,497,384
+$119,840 QoQ
Shares Held
48,740
+4.3% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.36889618383258.ToString("F0")%
Shared 0.ToString("F0")%
None 1.6311038161674187.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026GHP Investment Advisors, Inc. holds $31,334,710 across 64 Banks - Regional names. UMBF ranks #1 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
This page
|
48,740 | $5,497,384 | |
| 2 | USB |
US Bancorp De
|
93,596 | $4,867,927 | |
| 3 | RF |
Regions Financial Corp
|
156,483 | $4,087,335 | |
| 4 | FNB |
Fnb Corp/Pa/
|
227,728 | $3,807,611 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
193,442 | $3,027,366 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
14,157 | $2,945,930 | |
| 7 | INDB |
Independent Bank Corp
|
35,763 | $2,689,734 | |
| 8 | TFC |
Truist Financial Corp
|
46,936 | $2,157,647 |
All Filings in UMBF
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,497,384 | 48,740 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,377,544 | 46,745 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,430,726 | 45,887 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,757,964 | 45,245 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,502,791 | 44,538 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,021,141 | 44,490 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,700,098 | 44,716 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,679,239 | 44,105 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,854,439 | 44,309 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,680,377 | 44,050 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,752,475 | 44,359 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,626,008 | 43,120 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,304,586 | 39,927 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,310,899 | 39,642 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,694,009 | 43,825 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,727,785 | 43,296 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,017,954 | 41,354 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $4,037,485 | 38,050 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,296,940 | 34,091 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,038,315 | 32,649 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,965,177 | 32,115 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,108,817 | 30,567 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,341,011 | 27,362 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,193,743 | 23,157 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $732,061 | 15,784 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||