Position in UMBF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$36,765,479
-$3,295,589 QoQ
Shares Held
325,964
-6.4% QoQ
Ownership
0.429%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 6%
Shared 94%
None 0%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026NFJ INVESTMENT GROUP, LLC holds $454,404,230 across 28 Banks - Regional names. UMBF ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
1,194,324 | $53,350,452 | |
| 2 | CBU |
Community Financial System, Inc.
|
679,956 | $39,879,418 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
431,796 | $37,194,907 | |
| 4 | UMBF |
Umb Financial Corp
This page
|
325,964 | $36,765,479 | |
| 5 | BOH |
Bank Of Hawaii Corp
|
493,580 | $36,648,314 | |
| 6 | INDB |
Independent Bank Corp
|
451,749 | $33,976,041 | |
| 7 | SSB |
SouthState Bank Corp
|
320,716 | $29,672,644 | |
| 8 | ONB |
Old National Bancorp /In/
|
1,225,294 | $27,078,996 |
All Filings in UMBF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,765,479 | 325,964 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $40,061,068 | 348,236 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $42,336,160 | 357,720 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,737,944 | 26,036 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,837,674 | 28,068 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,120,796 | 45,373 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,827,702 | 45,930 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,088,580 | 49,012 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,605,945 | 52,948 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,748,564 | 56,835 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,123,594 | 66,456 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,047,169 | 66,456 | Shares | Other | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||