Integrated Investment Consultants, LLC
Position in UMBF — Umb Financial Corp
CIK 1665337
BLOOMFIELD HILLS, MI
Position in UMBF
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$403,153
+$83,394 QoQ
Shares Held
2,824
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#301
of 480 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Integrated Investment Consultants, LLC holds $3,405,220 across 9 Banks - Regional names. UMBF ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
10,056 | $566,856 | |
| 2 | UMBF |
Umb Financial Corp
This page
|
2,824 | $403,153 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
8,325 | $381,534 | |
| 4 | SSB |
SouthState Bank Corp
|
3,806 | $380,219 | |
| 5 | UCB |
United Community Banks Inc
|
10,671 | $374,444 | |
| 6 | TRMK |
Trustmark Corp
|
8,030 | $369,460 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
7,474 | $316,224 | |
| 8 | FRME |
First Merchants Corp
|
7,114 | $310,810 |
All Filings in UMBF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,153 | 2,824 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $319,759 | 2,835 | Shares | Other | 2026-06-01 | |
| 2025-12-31 | $340,403 | 2,959 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $350,315 | 2,960 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $311,272 | 2,960 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $480,528 | 4,753 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||