Steele Capital Management, Inc.

Position in UMBF — Umb Financial Corp

CIK 1646695 DUBUQUE, IA

Position in UMBF

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$1,395,325

-$27,374 QoQ

Shares Held

12,371

+0.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Steele Capital Management, Inc. holds $4,116,674 across 3 Banks - Regional names. UMBF ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NIC	Nicolet Bankshares Inc	11,747	$1,745,839
2	UMBF	Umb Financial Corp This page	12,371	$1,395,325
3	RNST	Renasant Corp	27,000	$975,510

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,395,325	12,371	+0.0%	Shares	Sole	2026-04-29
2025-12-31	$1,422,699	12,367	+0.0%	Shares	Sole	2026-01-27
2025-09-30	$1,463,161	12,363	—	Shares	Sole	2025-10-24
No filing history on record for this holder in this stock.