Position in UMBF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$205,146
-$20,106 QoQ
Shares Held
1,437
-32.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#371
of 480 holders
Holding Since
Sep 2024
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, 2026Monument Capital Management holds $1,894,969 across 4 Banks - Regional names. UMBF ranks #4 (10.8% of the industry book) .
All Filings in UMBF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,146 | 1,437 | Shares | Sole | 2026-07-22 | |
| 2025-06-30 | $225,252 | 2,142 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $238,899 | 2,363 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $329,551 | 2,920 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $280,118 | 2,665 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||