Position in UMBF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,028,396
+$1,077,607 QoQ
Shares Held
62,314
+20.5% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
4.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Karl Kapital LLC holds $11,986,077 across 2 Banks - Regional names. UMBF ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
This page
|
62,314 | $7,028,396 | |
| 2 | VLY |
Valley National Bancorp
|
403,720 | $4,957,681 |
All Filings in UMBF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,028,396 | 62,314 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,950,789 | 51,728 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||