Position in UMBF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$191,702,282
-$8,916,318 QoQ
Shares Held
1,699,639
-2.5% QoQ
Ownership
2.24%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 94.74800236991501.ToString("F0")%
Shared 0.ToString("F0")%
None 5.251997630084977.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $2,606,786,947 across 100 Banks - Regional names. UMBF ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,273,258 | $264,952,256 | |
| 2 | CBU |
Community Financial System, Inc.
|
3,715,425 | $217,909,675 | |
| 3 | PB |
Prosperity Bancshares Inc
|
3,060,042 | $205,573,620 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
4,457,272 | $199,106,339 | |
| 5 | UMBF |
Umb Financial Corp
This page
|
1,699,639 | $191,702,282 | |
| 6 | TFC |
Truist Financial Corp
|
3,880,226 | $178,373,988 | |
| 7 | FITB |
Fifth Third Bancorp
|
3,560,914 | $165,440,064 | |
| 8 | LKFN |
Lakeland Financial Corp
|
2,165,397 | $124,250,478 |
All Filings in UMBF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||