Position in UMBF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$429,504
-$7,532 QoQ
Shares Held
3,808
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026N.E.W. Advisory Services LLC holds $7,733,751 across 15 Banks - Regional names. UMBF ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
39,075 | $5,807,326 | |
| 2 | BFC |
Bank First Corp
|
6,101 | $824,001 | |
| 3 | ASB |
Associated Banc-Corp
|
18,004 | $465,583 | |
| 4 | UMBF |
Umb Financial Corp
This page
|
3,808 | $429,504 | |
| 5 | USB |
US Bancorp De
|
1,489 | $77,442 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
1,940 | $30,361 | |
| 7 | TFC |
Truist Financial Corp
|
600 | $27,582 | |
| 8 | KEY |
Keycorp /New/
|
1,280 | $25,664 |
All Filings in UMBF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $429,504 | 3,808 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $437,036 | 3,799 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $449,611 | 3,799 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $406,338 | 3,864 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $390,650 | 3,864 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||