Position in UMBF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28,250,204
+$4,789,547 QoQ
Shares Held
197,886
-4.9% QoQ
Ownership
0.261%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#9
of 189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Boston Trust Walden Corp holds $526,478,187 across 13 Banks - Regional names. UMBF ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
2,114,015 | $122,084,365 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
732,331 | $113,159,785 | |
| 3 | IBOC |
International Bancshares Corp
|
1,306,605 | $99,236,649 | |
| 4 | EWBC |
East West Bancorp Inc
|
418,269 | $53,994,345 | |
| 5 | SRCE |
1St Source Corp
|
386,741 | $31,550,330 | |
| 6 | CATY |
Cathay General Bancorp
|
500,057 | $30,998,533 | |
| 7 | UMBF |
Umb Financial Corp
This page
|
197,886 | $28,250,204 | |
| 8 | LKFN |
Lakeland Financial Corp
|
293,880 | $18,138,272 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,250,204 | 197,886 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $23,460,657 | 208,003 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $27,279,434 | 237,130 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $29,933,318 | 252,922 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $27,074,808 | 257,463 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $26,582,323 | 262,931 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $30,240,836 | 267,950 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $28,648,991 | 272,562 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $25,880,136 | 310,239 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $59,868,430 | 688,222 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $57,539,798 | 688,687 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $42,442,820 | 684,010 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $44,368,146 | 728,541 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $42,506,797 | 736,431 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $84,505,702 | 1,011,802 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $85,723,266 | 1,017,004 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $71,936,549 | 835,500 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $79,923,427 | 822,596 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $64,889,341 | 611,529 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $59,064,664 | 610,740 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $56,627,289 | 608,503 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $55,185,178 | 597,695 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $31,037,289 | 449,881 | Shares | Defined | 2021-01-15 | |
| 2020-09-30 | $22,201,578 | 453,001 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $22,548,640 | 437,413 | Shares | Defined | 2020-07-23 | |
| 2020-03-31 | $18,837,885 | 406,164 | Shares | Defined | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||