Position in UMBF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$449,408
+$95,586 QoQ
Shares Held
3,148
+0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#293
of 480 holders
Holding Since
Dec 2024
6 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, 2026LexAurum Advisors, LLC holds $2,127,606 across 4 Banks - Regional names. UMBF ranks #3 (21.1% of the industry book) .
All Filings in UMBF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,408 | 3,148 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $353,822 | 3,137 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $370,790 | 3,133 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $329,361 | 3,132 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $316,443 | 3,130 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $353,026 | 3,128 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||