Position in UMBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$129,152,543
+$50,732,365 QoQ
Shares Held
904,683
+30.1% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $14,002,017,949 across 271 Banks - Regional names. UMBF ranks #24 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,539,645 | $2,102,631,387 | |
| 2 | TFC |
Truist Financial Corp
|
36,838,125 | $1,835,275,385 | |
| 3 | FITB |
Fifth Third Bancorp
|
17,663,946 | $995,716,632 | |
| 4 | USB |
US Bancorp De
|
15,224,940 | $919,586,374 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
22,857,761 | $771,678,009 | |
| 6 | NU |
Nu Holdings Ltd.
|
40,300,489 | $538,414,530 | |
| 7 | HDB |
Hdfc Bank Ltd
|
17,251,650 | $445,610,115 | |
| 8 | MTB |
M&T Bank Corp
|
1,324,600 | $315,268,043 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,152,543 | 904,683 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $78,420,178 | 695,276 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $74,744,820 | 649,729 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $84,461,302 | 713,657 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $79,500,116 | 755,992 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $82,932,529 | 820,302 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $48,520,656 | 429,919 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $62,678,458 | 596,313 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $37,099,457 | 444,731 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,885,351 | 297,567 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $24,552,085 | 293,861 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $14,452,993 | 232,925 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,381,107 | 236,143 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,055,101 | 330,130 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,661,797 | 283,307 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $22,824,633 | 270,787 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,261,960 | 305,017 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $35,352,925 | 363,863 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $41,391,385 | 390,080 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $34,255,451 | 354,208 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $28,638,933 | 307,747 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $32,589,347 | 352,966 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $17,367,676 | 251,742 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $11,656,242 | 237,834 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $11,394,145 | 221,031 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,895,216 | 191,790 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||