Position in UMBF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$307,239
-$103,338 QoQ
Shares Held
2,724
-23.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026First National Advisers, LLC holds $7,137,636 across 8 Banks - Regional names. UMBF ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
10,912 | $1,621,741 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
11,450 | $1,569,565 | |
| 3 | USB |
US Bancorp De
|
23,320 | $1,212,873 | |
| 4 | SSB |
SouthState Bank Corp
|
10,688 | $988,853 | |
| 5 | PB |
Prosperity Bancshares Inc
|
9,743 | $654,534 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
12,975 | $463,726 | |
| 7 | SBCF |
Seacoast Banking Corp Of Florida
|
10,535 | $319,105 | |
| 8 | UMBF |
Umb Financial Corp
This page
|
2,724 | $307,239 |
All Filings in UMBF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $307,239 | 2,724 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $410,577 | 3,569 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $442,865 | 3,742 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $375,421 | 3,570 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $371,542 | 3,675 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $347,914 | 3,310 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $254,264 | 3,048 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $241,136 | 2,772 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||