Position in UMBF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$608,585
+$185,397 QoQ
Shares Held
4,263
+13.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#266
of 480 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SPIREPOINT PRIVATE CLIENT, LLC holds $4,020,746 across 8 Banks - Regional names. UMBF ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSB |
SouthState Bank Corp
|
10,756 | $1,074,524 | |
| 2 | UMBF |
Umb Financial Corp
This page
|
4,263 | $608,585 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,996 | $553,243 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,229 | $548,824 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
25,178 | $446,405 | |
| 6 | MTB |
M&T Bank Corp
|
1,264 | $300,844 | |
| 7 | TFC |
Truist Financial Corp
|
5,217 | $259,910 | |
| 8 | FITB |
Fifth Third Bancorp
|
4,052 | $228,411 |
All Filings in UMBF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,585 | 4,263 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $423,188 | 3,752 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $310,723 | 2,701 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||