Position in UMBF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,941,536
+$407,592 QoQ
Shares Held
13,600
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
6.30%
of 13F equity value
Holder Rank
#187
of 480 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, 2026Angel Oak Capital Advisors, LLC holds $20,619,313 across 19 Banks - Regional names. UMBF ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNBK |
Patriot National Bancorp Inc
|
2,662,136 | $2,555,650 | |
| 2 | GCBC |
Greene County Bancorp Inc
|
61,000 | $2,048,990 | |
| 3 | UMBF |
Umb Financial Corp
This page
|
13,600 | $1,941,536 | |
| 4 | PFBC |
Preferred Bank
|
15,500 | $1,647,030 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
750 | $1,560,592 | |
| 6 | MTB |
M&T Bank Corp
|
6,000 | $1,428,060 | |
| 7 | PLBC |
Plumas Bancorp
|
23,700 | $1,385,028 | |
| 8 | BSVN |
Bank7 Corp.
|
22,000 | $1,076,900 |
All Filings in UMBF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,941,536 | 13,600 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,533,944 | 13,600 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,564,544 | 13,600 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,609,560 | 13,600 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,430,176 | 13,600 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $980,670 | 9,700 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||