Position in UMBF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$432,684,002
+$104,472,774 QoQ
Shares Held
3,030,849
+4.2% QoQ
Ownership
3.99%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#6
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 6%
None 2%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. UMBF ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,684,002 | 3,030,849 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $328,211,228 | 2,909,932 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $328,430,800 | 2,854,927 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $335,265,073 | 2,832,827 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $287,967,618 | 2,738,376 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $273,038,544 | 2,700,678 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $170,983,687 | 1,515,007 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $167,589,799 | 1,594,423 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $140,971,039 | 1,689,895 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $138,304,964 | 1,589,895 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $129,001,866 | 1,544,008 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $85,781,020 | 1,382,450 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $75,023,317 | 1,231,910 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $65,476,930 | 1,134,389 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $92,596,533 | 1,108,675 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $91,425,735 | 1,084,657 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $92,471,915 | 1,074,006 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $103,214,914 | 1,062,319 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $111,513,970 | 1,050,928 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $106,875,574 | 1,105,114 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $102,917,845 | 1,105,930 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $104,484,413 | 1,131,641 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $84,370,216 | 1,222,934 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $61,106,354 | 1,246,814 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $63,863,026 | 1,238,856 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $56,858,540 | 1,225,928 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||