Position in UMBF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,562
+$2,847 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#417
of 480 holders
Holding Since
Jun 2025
5 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $295,393 across 12 Banks - Regional names. UMBF ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,175 | $207,998 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
409 | $41,259 | |
| 3 | UMBF |
Umb Financial Corp
This page
|
95 | $13,562 | |
| 4 | RF |
Regions Financial Corp
|
417 | $12,593 | |
| 5 | FITB |
Fifth Third Bancorp
|
103 | $5,806 | |
| 6 | LYG |
Lloyds Banking Group plc
|
810 | $4,722 | |
| 7 | FNB |
Fnb Corp/Pa/
|
129 | $2,461 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
67 | $2,261 |
All Filings in UMBF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,562 | 95 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $10,715 | 95 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $10,928 | 95 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $11,243 | 95 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,990 | 95 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||