Focus Partners Advisor Solutions, LLC
Position in UMBF — Umb Financial Corp
CIK 1868872
SAINT LOUIS, MO
Position in UMBF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,173,874
+$1,006,506 QoQ
Shares Held
29,237
+4.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#141
of 483 holders
Holding Since
Mar 2025
6 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, 2026Focus Partners Advisor Solutions, LLC holds $48,017,512 across 38 Banks - Regional names. UMBF ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
42,534 | $10,472,721 | |
| 2 | FNRN |
First Northern Community Bancorp
|
383,690 | $6,883,398 | |
| 3 | UMBF |
Umb Financial Corp
This page
|
29,237 | $4,173,874 | |
| 4 | USB |
US Bancorp \De\
|
53,109 | $3,207,783 | |
| 5 | OZK |
Bank OZK
|
41,441 | $2,158,661 | |
| 6 | WAL |
Western Alliance Bancorporation
|
22,835 | $1,877,037 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
95,545 | $1,694,012 | |
| 8 | FHN |
First Horizon Corp
|
63,013 | $1,615,653 |
All Filings in UMBF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,173,874 | 29,237 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $3,167,368 | 28,082 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,022,906 | 26,277 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,274,507 | 27,668 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $2,743,308 | 26,087 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $2,537,711 | 25,101 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||