Position in UMBF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$945,067
-$18,738 QoQ
Shares Held
8,379
+0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IHT Wealth Management, LLC holds $6,923,362 across 11 Banks - Regional names. UMBF ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
12,277 | $1,658,131 | |
| 2 | UMBF |
Umb Financial Corp
This page
|
8,379 | $945,067 | |
| 3 | USB |
US Bancorp De
|
16,445 | $855,304 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,780 | $786,580 | |
| 5 | TFC |
Truist Financial Corp
|
14,611 | $671,667 | |
| 6 | FITB |
Fifth Third Bancorp
|
10,803 | $501,907 | |
| 7 | MTB |
M&T Bank Corp
|
2,008 | $415,093 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
21,986 | $344,080 |
All Filings in UMBF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $945,067 | 8,379 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $963,805 | 8,378 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $928,455 | 7,845 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $824,980 | 7,845 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $793,129 | 7,845 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||