Position in UMBF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$416,430
New position
Shares Held
2,917
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#296
of 480 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Portside Wealth Group, LLC holds $5,678,183 across 9 Banks - Regional names. UMBF ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
41,063 | $2,480,204 | |
| 2 | ABCB |
Ameris Bancorp
|
7,549 | $681,372 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
13,747 | $581,635 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,220 | $546,607 | |
| 5 | UMBF |
Umb Financial Corp
This page
|
2,917 | $416,430 | |
| 6 | LYG |
Lloyds Banking Group plc
|
54,931 | $320,247 | |
| 7 | KEY |
Keycorp /New/
|
10,802 | $248,986 | |
| 8 | FITB |
Fifth Third Bancorp
|
3,731 | $210,315 |
All Filings in UMBF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,430 | 2,917 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||