Position in UMBF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$276,668
+$58,081 QoQ
Shares Held
1,938
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#342
of 483 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bridgewealth Advisory Group, LLC holds $13,564,041 across 2 Banks - Regional names. UMBF ranks #2 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWBC |
Community West Bancshares
|
494,690 | $13,287,373 | |
| 2 | UMBF |
Umb Financial Corp
This page
|
1,938 | $276,668 |
All Filings in UMBF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,668 | 1,938 | Shares | Sole | 2026-07-27 | |
| 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. | ||||||