Position in UMBF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,030,727
+$195,856 QoQ
Shares Held
7,220
-2.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#227
of 480 holders
Holding Since
Sep 2021
20 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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $4,312,940 across 4 Banks - Regional names. UMBF ranks #2 (23.9% of the industry book) .
All Filings in UMBF
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,727 | 7,220 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $834,871 | 7,402 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $851,526 | 7,402 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $876,026 | 7,402 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $778,394 | 7,402 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $748,342 | 7,402 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $835,389 | 7,402 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $778,024 | 7,402 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $617,474 | 7,402 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $661,558 | 7,605 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $610,082 | 7,302 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $453,089 | 7,302 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $432,511 | 7,102 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $409,927 | 7,102 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $593,159 | 7,102 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $598,627 | 7,102 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $611,482 | 7,102 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $690,030 | 7,102 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $753,593 | 7,102 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $686,834 | 7,102 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||