Position in UMBF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$20,050,499
+$5,113,945 QoQ
Shares Held
140,449
+6.1% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 480 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. UMBF ranks #25 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp De
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,050,499 | 140,449 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $14,936,554 | 132,428 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $17,997,777 | 156,448 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,625,030 | 182,721 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $18,732,361 | 178,132 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $19,011,147 | 188,043 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $12,419,678 | 110,045 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,603,828 | 110,397 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,046,409 | 60,494 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,388,980 | 73,445 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,432,755 | 65,024 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,939,306 | 63,486 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,229,527 | 53,030 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,580,719 | 27,386 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,982,165 | 35,706 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,121,258 | 37,030 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,047,940 | 35,400 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,871,826 | 39,850 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,650,608 | 34,404 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,167,736 | 32,755 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,154,920 | 33,902 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,040,057 | 32,926 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,399,886 | 34,786 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,698,882 | 34,664 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,636,197 | 31,740 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,410,137 | 30,404 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||