Position in UMBF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$428,280
+$89,910 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#57
of 123 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Flywheel Private Wealth LLC holds $8,291,102 across 14 Banks - Regional names. UMBF ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
|
22,500 | $1,556,775 | |
| 2 | HTB |
HomeTrust Bancshares, Inc.
|
22,000 | $1,097,580 | |
| 3 | AFBI |
Affinity Bancshares, Inc.
|
41,000 | $926,600 | |
| 4 | FSEA |
First Seacoast Bancorp, Inc.
|
50,088 | $844,483 | |
| 5 | PBFS |
Pioneer Bancorp, Inc./MD
|
40,000 | $682,800 | |
| 6 | BBT |
Beacon Financial Corp
|
22,100 | $672,945 | |
| 7 | UMBF |
Umb Financial Corp
This page
|
3,000 | $428,280 | |
| 8 | SSB |
SouthState Bank Corp
|
3,601 | $359,739 |
All Filings in UMBF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,280 | 3,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $338,370 | 3,000 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||