Position in UMBF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$120,525,363
-$22,258,258 QoQ
Shares Held
1,068,582
-13.9% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Derivatives in UMBF
reported options exposure · as of Mar 31, 2026CallValue
$1,048,947
CallShares
9,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CITADEL ADVISORS LLC holds $3,508,707,085 across 253 Banks - Regional names. UMBF ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
6,558,956 | $341,131,300 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,263,185 | $281,090,755 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
3,886,355 | $233,064,709 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
967,467 | $201,320,207 | |
| 5 | FHN |
First Horizon Corp
|
6,937,961 | $157,907,992 | |
| 6 | TFC |
Truist Financial Corp
|
3,076,140 | $141,410,155 | |
| 7 | UMBF |
Umb Financial Corp
This page
|
1,068,582 | $120,525,363 | |
| 8 | BPOP |
Popular, Inc.
|
802,618 | $107,687,257 |
All Filings in UMBF
Export CSV
46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,048,947 | 9,300 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $120,525,363 | 1,068,582 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $142,783,621 | 1,241,165 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $402,390 | 3,400 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $104,082,551 | 879,447 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $116,629,064 | 1,109,063 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $357,544 | 3,400 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $87,451 | 865 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $501,961 | 4,965 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $201,229,540 | 1,990,401 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $67,716 | 600 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $203,148 | 1,800 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $228,155,631 | 2,021,581 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $252,264 | 2,400 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $105,110 | 1,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $227,090,680 | 2,160,505 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $133,472 | 1,600 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $183,134,177 | 2,195,327 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $133,472 | 1,600 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $43,495 | 500 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $17,398 | 200 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $1,911,256 | 21,971 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $158,745 | 1,900 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $192,165 | 2,300 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $24,167,003 | 289,252 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,714,313 | 59,860 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $359,890 | 5,800 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $173,740 | 2,800 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $146,160 | 2,400 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $170,520 | 2,800 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $896,691 | 14,724 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $329,004 | 5,700 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $669,552 | 11,600 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $6,120,454 | 106,037 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $175,392 | 2,100 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $2,555,794 | 30,601 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $490,167 | 5,693 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,314,233 | 64,988 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,210,830 | 58,532 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $541,161 | 5,100 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $11,535,567 | 119,280 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $523,369 | 5,624 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $21,486,451 | 311,443 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $25,536,121 | 521,039 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $23,698,410 | 459,717 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,556,277 | 98,238 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||