Position in UMBF
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,528,755
-$32,107 QoQ
Shares Held
13,554
-0.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Farther Finance Advisors, LLC holds $44,574,999 across 276 Banks - Regional names. UMBF ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
31,108 | $6,473,263 | |
| 2 | USB |
US Bancorp De
|
100,094 | $5,205,888 | |
| 3 | FITB |
Fifth Third Bancorp
|
50,600 | $2,350,876 | |
| 4 | TFC |
Truist Financial Corp
|
50,899 | $2,339,827 | |
| 5 | FCAP |
First Capital Inc
|
38,398 | $1,905,692 | |
| 6 | VABK |
Virginia National Bankshares Corp
|
45,539 | $1,739,589 | |
| 7 | UMBF |
Umb Financial Corp
This page
|
13,554 | $1,528,755 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
23,621 | $1,416,551 |
All Filings in UMBF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,528,755 | 13,554 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,560,862 | 13,568 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $29,469 | 249 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,202 | 78 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $9,806 | 97 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,110 | 63 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,673 | 73 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,505 | 66 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,175 | 48 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,010 | 48 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $372 | 6 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $365 | 6 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||