TRUST POINT INC.

Position in UMBF — Umb Financial Corp

CIK 1635633 LA CROSSE, WI

Position in UMBF

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$312,786

-$116,491 QoQ

Shares Held

2,191

-42.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#327

of 480 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

TRUST POINT INC. holds $6,630,860 across 16 Banks - Regional names. UMBF ranks #8 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	23,475	$1,417,890
2	PNC	Pnc Financial Services Group, Inc.	2,969	$731,027
3	MFG	Mizuho Financial Group Inc	52,359	$501,599
4	TFC	Truist Financial Corp	9,751	$485,794
5	AUB	Atlantic Union Bankshares Corp	11,431	$483,645
6	LYG	Lloyds Banking Group plc	65,773	$383,456
7	HWC	Hancock Whitney Corp	4,816	$359,851
8	UMBF	Umb Financial Corp This page	2,191	$312,786

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,786	2,191	-42.4%	Shares	Sole	2026-07-08
2026-03-31	$429,277	3,806	-13.6%	Shares	Sole	2026-04-15
2025-12-31	$506,521	4,403	-2.5%	Shares	Sole	2026-01-13
2025-09-30	$534,705	4,518	+11.9%	Shares	Sole	2025-10-10
2025-06-30	$424,636	4,038	-36.2%	Shares	Sole	2025-07-10
2025-03-31	$639,963	6,330	-27.9%	Shares	Sole	2025-04-17
2024-12-31	$991,023	8,781	-3.0%	Shares	Sole	2025-01-24
2024-09-30	$951,665	9,054	-4.2%	Shares	Sole	2024-10-17
2024-06-30	$788,652	9,454	-0.4%	Shares	Sole	2024-07-24
2024-03-31	$826,057	9,496	+72.3%	Shares	Sole	2024-04-19
2023-12-31	$460,360	5,510	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.