Position in UMBF
as of Sep 30, 2026
· filed Oct 2, 2026
Position Value
$112,458
-$18,167 QoQ
Shares Held
865
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#11
of 16 holders
Holding Since
Jun 2023
4 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 Sep 30, 2026GoalVest Advisory LLC holds $669,627 across 20 Banks - Regional names. UMBF ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OBT |
Orange County Bancorp, Inc. /DE/
|
4,100 | $151,495 | |
| 2 | UMBF |
Umb Financial Corp
This page
|
865 | $112,458 | |
| 3 | USB |
US Bancorp De
|
1,301 | $75,145 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
883 | $56,300 | |
| 5 | TFC |
Truist Financial Corp
|
1,063 | $49,216 | |
| 6 | KEY |
Keycorp /New/
|
1,476 | $29,623 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
194 | $29,617 | |
| 8 | FITB |
Fifth Third Bancorp
|
545 | $27,566 |
All Filings in UMBF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $112,458 | 865 | Shares | Sole | 2026-10-02 | |
| 2026-06-30 | $130,625 | 915 | Shares | Sole | 2026-07-09 | |
| 2023-09-30 | $2,916 | 47 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,679 | 44 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||