Position in UMBF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$919,231
-$38,243 QoQ
Shares Held
6,439
-24.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#37
of 123 holders
Holding Since
Mar 2025
6 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, 2026Accredited Investors Inc. holds $13,892,088 across 3 Banks - Regional names. UMBF ranks #3 (6.6% of the industry book) .
All Filings in UMBF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,231 | 6,439 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $957,474 | 8,489 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,143,382 | 9,939 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,176,280 | 9,939 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,045,185 | 9,939 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,104,113 | 10,921 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||