Position in UMBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$289,945
+$63,238 QoQ
Shares Held
2,031
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#337
of 480 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $8,688,489 across 9 Banks - Regional names. UMBF ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
75,001 | $3,736,549 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,244 | $2,588,502 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,115 | $520,755 | |
| 4 | FNB |
Fnb Corp/Pa/
|
22,531 | $429,891 | |
| 5 | USB |
US Bancorp De
|
6,729 | $406,431 | |
| 6 | UMBF |
Umb Financial Corp
This page
|
2,031 | $289,945 | |
| 7 | MTB |
M&T Bank Corp
|
1,119 | $266,333 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
5,393 | $247,161 |
All Filings in UMBF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,945 | 2,031 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $226,707 | 2,010 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $230,310 | 2,002 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $262,737 | 2,220 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $251,963 | 2,396 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $241,730 | 2,391 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||