Position in UMBF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$710,373
+$150,371 QoQ
Shares Held
4,976
+0.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#254
of 480 holders
Holding Since
Jun 2021
21 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, 2026FAS Wealth Partners, Inc. holds $4,033,016 across 6 Banks - Regional names. UMBF ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
20,876 | $1,205,589 | |
| 2 | USB |
US Bancorp De
|
19,585 | $1,182,934 | |
| 3 | UMBF |
Umb Financial Corp
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|
4,976 | $710,373 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,671 | $471,210 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,036 | $255,083 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
2,966 | $207,827 |
All Filings in UMBF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,373 | 4,976 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $560,002 | 4,965 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $571,518 | 4,968 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $603,821 | 5,102 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $540,627 | 5,141 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $745,511 | 7,374 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $826,360 | 7,322 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $808,716 | 7,694 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $770,884 | 9,241 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $639,724 | 7,354 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $612,170 | 7,327 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $457,556 | 7,374 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $501,755 | 8,239 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $470,591 | 8,153 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $655,130 | 7,844 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $592,390 | 7,028 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $604,077 | 7,016 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $466,853 | 4,805 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $469,961 | 4,429 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $417,787 | 4,320 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $401,274 | 4,312 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||