Position in UMBF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$223,025,381
+$31,323,099 QoQ
Shares Held
1,562,240
-8.1% QoQ
Ownership
2.06%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#10
of 482 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,978,573,118 across 110 Banks - Regional names. UMBF ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,339,181 | $329,733,144 | |
| 2 | FITB |
Fifth Third Bancorp
|
4,229,029 | $238,390,364 | |
| 3 | CBU |
Community Financial System, Inc.
|
3,456,640 | $232,009,676 | |
| 4 | UMBF |
Umb Financial Corp
This page
|
1,562,240 | $223,025,381 | |
| 5 | PB |
Prosperity Bancshares Inc
|
2,900,025 | $211,788,825 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
4,081,530 | $210,525,316 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
2,253,229 | $157,883,755 | |
| 8 | MTB |
M&T Bank Corp
|
656,084 | $156,154,552 |
All Filings in UMBF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,025,381 | 1,562,240 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $191,702,282 | 1,699,639 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $200,618,600 | 1,743,903 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $216,896,967 | 1,832,674 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $145,240,471 | 1,381,138 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $78,905,314 | 780,468 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $50,785,532 | 449,987 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $371,352 | 3,533 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||