Position in UMBF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$262,821
+$55,175 QoQ
Shares Held
1,841
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#344
of 480 holders
Holding Since
Dec 2024
7 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, 2026PINNEY & SCOFIELD, INC. holds $372,146 across 3 Banks - Regional names. UMBF ranks #1 (70.6% of the industry book) .
All Filings in UMBF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,821 | 1,841 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $207,646 | 1,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $154,843 | 1,346 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $159,299 | 1,346 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $141,545 | 1,346 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $136,080 | 1,346 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $151,909 | 1,346 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||