NFJ INVESTMENT GROUP, LLC

Position in UMBF — Umb Financial Corp

CIK 1862664 DALLAS, TX

Position in UMBF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$47,025,714

+$10,260,235 QoQ

Shares Held

329,404

+1.1% QoQ

Ownership

0.434%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

#43

of 483 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 6% Shared 94% None 0%

Financial Services · as of Jun 30, 2026

NFJ INVESTMENT GROUP, LLC holds $365,319,801 across 24 Banks - Regional names. UMBF ranks #1 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMBF	Umb Financial Corp This page	329,404	$47,025,714
2	PNFP	Pinnacle Financial Partners, Inc.	417,482	$42,115,583
3	GBCI	Glacier Bancorp, Inc.	777,998	$40,129,136
4	BOH	Bank Of Hawaii Corp	487,887	$39,757,911
5	INDB	Independent Bank Corp	421,384	$35,278,267
6	ONB	Old National Bancorp /In/	1,193,779	$30,918,875
7	TFC	Truist Financial Corp	467,061	$23,268,978
8	PNC	Pnc Financial Services Group, Inc.	89,957	$22,149,211

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,025,714	329,404	+1.1%	Shares	Other	2026-08-11
2026-03-31	$36,765,479	325,964	-6.4%	Shares	Other	2026-05-13
2025-12-31	$40,061,068	348,236	-2.7%	Shares	Other	2026-02-13
2025-09-30	$42,336,160	357,720	+1273.9%	Shares	Sole	2025-11-14
2025-06-30	$2,737,944	26,036	-7.2%	Shares	Other	2025-08-14
2025-03-31	$2,837,674	28,068	-38.1%	Shares	Other	2025-05-15
2024-12-31	$5,120,796	45,373	-1.2%	Shares	Other	2025-02-13
2024-09-30	$4,827,702	45,930	-6.3%	Shares	Other	2024-11-14
2024-06-30	$4,088,580	49,012	-7.4%	Shares	Other	2024-08-14
2024-03-31	$4,605,945	52,948	-6.8%	Shares	Other	2024-05-15
2023-12-31	$4,748,564	56,835	-14.5%	Shares	Sole	2024-02-15
2023-09-30	$4,123,594	66,456	0.0%	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.