Position in UMBF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$267,532
+$56,164 QoQ
Shares Held
1,874
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#342
of 480 holders
Holding Since
Mar 2021
7 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, 2026Ellenbecker Investment Group holds $847,707 across 3 Banks - Regional names. UMBF ranks #2 (31.6% of the industry book) .
All Filings in UMBF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,532 | 1,874 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $211,368 | 1,874 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $215,584 | 1,874 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $221,787 | 1,874 | Shares | Sole | 2025-10-14 | |
| 2024-12-31 | $211,499 | 1,874 | Shares | Sole | 2025-01-13 | |
| 2021-12-31 | $208,506 | 1,965 | Shares | Sole | 2022-01-04 | |
| 2021-03-31 | $202,849 | 2,197 | Shares | Sole | 2021-04-06 | |
| No filing history on record for this holder in this stock. | ||||||