Position in UMBF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$400,156
+$84,119 QoQ
Shares Held
2,803
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#303
of 480 holders
Holding Since
Jun 2022
14 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, 2026High Net Worth Advisory Group LLC holds $1,083,811 across 3 Banks - Regional names. UMBF ranks #2 (36.9% of the industry book) .
All Filings in UMBF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,156 | 2,803 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $316,037 | 2,802 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $322,342 | 2,802 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $331,498 | 2,801 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $294,553 | 2,801 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $283,080 | 2,800 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $316,008 | 2,800 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $294,308 | 2,800 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $233,576 | 2,800 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $243,572 | 2,800 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $233,940 | 2,800 | Shares | Sole | 2024-01-08 | |
| 2022-12-31 | $233,856 | 2,800 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $261,299 | 3,100 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $642,650 | 7,464 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||