Position in UMBF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$571
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#471
of 480 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $310,734 across 8 Banks - Regional names. UMBF ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EBC |
Eastern Bankshares, Inc.
|
9,912 | $220,442 | |
| 2 | MTB |
M&T Bank Corp
|
253 | $60,216 | |
| 3 | USB |
US Bancorp \De\
|
235 | $14,194 | |
| 4 | BHB |
Bar Harbor Bankshares
|
290 | $10,950 | |
| 5 | FITB |
Fifth Third Bancorp
|
41 | $2,311 | |
| 6 | BAP |
Credicorp Ltd
|
4 | $1,558 | |
| 7 | UMBF |
Umb Financial Corp
This page
|
4 | $571 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2 | $492 |
All Filings in UMBF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571 | 4 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||