Position in UMBF
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$6,908,838
+$799,754 QoQ
Shares Held
61,254
+15.3% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Vest Financial, LLC holds $293,540,954 across 31 Banks - Regional names. UMBF ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
286,034 | $59,520,814 | |
| 2 | EWBC |
East West Bancorp Inc
|
471,810 | $50,370,435 | |
| 3 | RF |
Regions Financial Corp
|
1,251,702 | $32,694,456 | |
| 4 | USB |
US Bancorp De
|
601,340 | $31,275,693 | |
| 5 | CFR |
Cullen/Frost Bankers, Inc.
|
53,378 | $7,317,056 | |
| 6 | WTFC |
Wintrust Financial Corp
|
51,745 | $7,189,450 | |
| 7 | FBP |
First Bancorp /Pr/
|
333,052 | $7,113,990 | |
| 8 | UMBF |
Umb Financial Corp
This page
|
61,254 | $6,908,838 |
All Filings in UMBF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,908,838 | 61,254 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,109,084 | 53,104 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $4,166,511 | 35,205 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $2,103,620 | 20,004 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $761,485 | 7,532 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||