Position in UMBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,886,528
New position
Shares Held
181,329
first reported quarter
Ownership
0.239%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#65
of 480 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 85%
Shared 0%
None 15%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aristotle Capital Boston, LLC holds $191,497,398 across 13 Banks - Regional names. UMBF ranks #1 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
This page
|
181,329 | $25,886,528 | |
| 2 | NBHC |
National Bank Holdings Corp
|
485,740 | $21,581,428 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
454,584 | $19,233,449 | |
| 4 | CUBI |
Customers Bancorp, Inc.
|
242,607 | $19,190,213 | |
| 5 | WSBC |
Wesbanco Inc
|
435,329 | $16,990,890 | |
| 6 | BKU |
BankUnited, Inc.
|
334,868 | $16,224,354 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
420,721 | $13,484,108 | |
| 8 | FIBK |
First Interstate Bancsystem Inc
|
348,476 | $13,437,234 |
All Filings in UMBF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,886,528 | 181,329 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||