Position in UMBF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$421,855
New position
Shares Held
2,955
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#295
of 480 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Alliance Wealth Advisors, LLC /UT holds $666,958 across 2 Banks - Regional names. UMBF ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
This page
|
2,955 | $421,855 | |
| 2 | USB |
US Bancorp De
|
4,058 | $245,103 |
All Filings in UMBF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,855 | 2,955 | Shares | Other | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||