Position in UMBF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$43,756,364
+$8,691,873 QoQ
Shares Held
306,503
-1.4% QoQ
Ownership
0.404%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $15,913,141,625 across 295 Banks - Regional names. UMBF ranks #38 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
59,686,029 | $3,605,036,143 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,970,128 | $1,689,416,105 | |
| 3 | NU |
Nu Holdings Ltd.
|
99,956,959 | $1,335,424,964 | |
| 4 | MTB |
M&T Bank Corp
|
4,045,990 | $962,986,073 | |
| 5 | BAP |
Credicorp Ltd
|
2,433,947 | $948,217,065 | |
| 6 | IBN |
Icici Bank Ltd
|
22,989,740 | $667,392,145 | |
| 7 | RF |
Regions Financial Corp
|
17,977,505 | $542,920,641 | |
| 8 | HDB |
Hdfc Bank Ltd
|
19,095,182 | $493,228,542 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,756,364 | 306,503 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $35,064,491 | 310,883 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $42,456,545 | 369,059 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $37,509,609 | 316,938 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $33,165,252 | 315,379 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $39,344,275 | 389,162 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $46,905,402 | 415,607 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $33,338,787 | 317,180 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $30,329,174 | 363,572 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $18,209,439 | 209,328 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $14,588,328 | 174,606 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $8,533,733 | 137,530 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,743,084 | 159,985 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,906,651 | 206,283 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $18,637,486 | 223,150 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $29,671,342 | 352,015 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,221,235 | 420,688 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $33,216,769 | 341,877 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $39,591,548 | 373,118 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $35,069,075 | 362,621 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $33,784,221 | 363,037 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $36,996,628 | 400,700 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $28,912,672 | 419,085 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $21,097,480 | 430,473 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $20,841,714 | 404,301 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $21,845,581 | 471,013 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||