Position in UMBF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$262,821
+$55,175 QoQ
Shares Held
1,841
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#343
of 480 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JNBA Financial Advisors holds $1,018,828 across 19 Banks - Regional names. UMBF ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,877 | $294,570 | |
| 2 | UMBF |
Umb Financial Corp
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|
1,841 | $262,821 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
697 | $171,615 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
9,670 | $171,449 | |
| 5 | FNB |
Fnb Corp/Pa/
|
3,000 | $57,240 | |
| 6 | TFC |
Truist Financial Corp
|
374 | $18,632 | |
| 7 | RF |
Regions Financial Corp
|
230 | $6,946 | |
| 8 | FHN |
First Horizon Corp
|
224 | $5,743 |
All Filings in UMBF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,821 | 1,841 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $207,646 | 1,841 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $211,788 | 1,841 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $217,882 | 1,841 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $193,599 | 1,841 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $186,125 | 1,841 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||