Florida Trust Wealth Management Co

Position in UMBF — Umb Financial Corp

CIK 1651023 SANIBEL, FL

Position in UMBF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$677,824

+$140,042 QoQ

Shares Held

4,748

-0.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#259

of 480 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $12,611,310 across 10 Banks - Regional names. UMBF ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	19,329	$4,759,185
2	MTB	M&T Bank Corp	18,323	$4,361,056
3	CBSH	Commerce Bancshares Inc /Mo/	18,113	$1,046,025
4	UMBF	Umb Financial Corp This page	4,748	$677,824
5	USB	US Bancorp \De\	8,302	$501,440
6	FITB	Fifth Third Bancorp	7,082	$399,211
7	RF	Regions Financial Corp	8,687	$262,347
8	HDB	Hdfc Bank Ltd	9,878	$255,148

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,824	4,748	-0.4%	Shares	Sole	2026-07-27
2026-03-31	$537,782	4,768	-2.0%	Shares	Sole	2026-05-15
2025-12-31	$559,439	4,863	0.0%	Shares	Sole	2026-01-20
2025-09-30	$575,536	4,863	0.0%	Shares	Sole	2025-10-29
2025-06-30	$511,393	4,863	0.0%	Shares	Sole	2025-08-13
2025-03-31	$491,649	4,863	0.0%	Shares	Sole	2025-04-15
2024-12-31	$548,838	4,863	+6.3%	Shares	Sole	2025-01-15
2024-09-30	$480,773	4,574	0.0%	Shares	Sole	2024-10-08
2024-06-30	$381,563	4,574	0.0%	Shares	Sole	2024-07-22
2024-03-31	$397,892	4,574	0.0%	Shares	Sole	2024-05-21
2023-12-31	$382,157	4,574	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.