Position in UMBF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$218,587
-$4,360 QoQ
Shares Held
1,938
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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, 2026Bridgewealth Advisory Group, LLC holds $13,467,849 across 3 Banks - Regional names. UMBF ranks #3 (1.6% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,587 | 1,938 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $222,947 | 1,938 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $229,362 | 1,938 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $203,800 | 1,938 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $218,722 | 1,938 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||