Position in UMBF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,881,032
+$3,490,227 QoQ
Shares Held
48,200
+60.3% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#114
of 474 holders
Holding Since
Sep 2024
5 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, 2026Horizon Investments, LLC holds $105,137,902 across 54 Banks - Regional names. UMBF ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EWBC |
East West Bancorp Inc
|
86,499 | $11,166,155 | |
| 2 | USB |
US Bancorp De
|
145,790 | $8,805,716 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
29,226 | $7,196,025 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
101,040 | $6,990,957 | |
| 5 | UMBF |
Umb Financial Corp
This page
|
48,200 | $6,881,032 | |
| 6 | WTFC |
Wintrust Financial Corp
|
41,809 | $6,719,542 | |
| 7 | CBSH |
Commerce Bancshares Inc /Mo/
|
96,147 | $5,552,489 | |
| 8 | FITB |
Fifth Third Bancorp
|
61,782 | $3,482,651 |
All Filings in UMBF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,881,032 | 48,200 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,390,805 | 30,063 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $154,038 | 1,339 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,973,898 | 25,128 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $1,471 | 14 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||