WealthPlan Investment Management, LLC

Position in UMBF — Umb Financial Corp

CIK 1929986 OMAHA, NE

Position in UMBF

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$593,025

+$111,412 QoQ

Shares Held

4,154

-2.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#268

of 480 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $7,499,248 across 5 Banks - Regional names. UMBF ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFR	Cullen/Frost Bankers, Inc.	21,502	$3,322,489
2	PNC	Pnc Financial Services Group, Inc.	12,380	$3,048,202
3	UMBF	Umb Financial Corp This page	4,154	$593,025
4	USB	US Bancorp \De\	5,023	$303,389
5	VLY	Valley National Bancorp	15,846	$232,143

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$593,025	4,154	-2.7%	Shares	Sole	2026-07-28
2026-03-31	$481,613	4,270	-4.4%	Shares	Sole	2026-04-29
2025-12-31	$513,653	4,465	-9.4%	Shares	Sole	2026-02-05
2025-09-30	$583,110	4,927	-3.3%	Shares	Sole	2025-10-27
2025-06-30	$536,000	5,097	+15.8%	Shares	Sole	2025-07-28
2025-03-31	$444,941	4,401	-2.0%	Shares	Sole	2025-05-12
2024-12-31	$506,628	4,489	+0.3%	Shares	Sole	2025-01-30
2024-09-30	$470,367	4,475	+0.1%	Shares	Sole	2024-11-05
2024-06-30	$372,803	4,469	-24.2%	Shares	Sole	2024-08-09
2024-03-31	$512,980	5,897	-90.5%	Shares	Sole	2024-05-16
2023-12-31	$5,173,165	61,917	-29.1%	Shares	Sole	2024-01-05
2023-09-30	$5,419,074	87,334	+94.7%	Shares	Sole	2023-11-15
2023-06-30	$2,731,304	44,849	-23.6%	Shares	Sole	2023-08-14
2023-03-31	$3,389,607	58,725	-34.2%	Shares	Sole	2023-05-08
2022-12-31	$7,449,065	89,189	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.