Position in UMBF
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$5,460,840
-$251,586 QoQ
Shares Held
48,416
-2.5% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Midwest Trust Co holds $161,852,190 across 14 Banks - Regional names. UMBF ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
265,803 | $55,310,946 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
1,663,832 | $26,038,970 | |
| 3 | USB |
US Bancorp De
|
401,070 | $20,859,650 | |
| 4 | RF |
Regions Financial Corp
|
610,658 | $15,950,386 | |
| 5 | FITB |
Fifth Third Bancorp
|
290,369 | $13,490,543 | |
| 6 | TFC |
Truist Financial Corp
|
289,829 | $13,323,439 | |
| 7 | CBSH |
Commerce Bancshares Inc /Mo/
|
144,172 | $7,093,262 | |
| 8 | UMBF |
Umb Financial Corp
This page
|
48,416 | $5,460,840 |
All Filings in UMBF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,460,840 | 48,416 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,712,426 | 49,656 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,051,945 | 51,136 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,384,822 | 51,206 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||