Focus Partners Advisor Solutions, LLC
Position in UMBF — Umb Financial Corp
CIK 1868872
SAINT LOUIS, MO
Position in UMBF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,167,368
+$144,462 QoQ
Shares Held
28,082
+6.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Focus Partners Advisor Solutions, LLC holds $42,138,178 across 42 Banks - Regional names. UMBF ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
41,509 | $8,637,607 | |
| 2 | NBHC |
National Bank Holdings Corp
|
109,060 | $4,270,789 | |
| 3 | USB |
US Bancorp \De\
|
67,128 | $3,491,327 | |
| 4 | UMBF |
Umb Financial Corp
This page
|
28,082 | $3,167,368 | |
| 5 | TFC |
Truist Financial Corp
|
42,256 | $1,942,508 | |
| 6 | FHN |
First Horizon Corp
|
74,629 | $1,698,556 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
27,793 | $1,666,746 | |
| 8 | OZK |
Bank OZK
|
34,068 | $1,563,380 |
All Filings in UMBF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||