Position in UMBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,506,608
+$8,908,204 QoQ
Shares Held
171,663
+24.1% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#68
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,720,970,465 across 297 Banks - Regional names. UMBF ranks #20 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp De
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,506,608 | 171,663 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $15,598,404 | 138,296 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $23,658,089 | 205,651 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,505,377 | 181,710 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,330,333 | 174,309 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,502,268 | 153,336 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,860,706 | 51,929 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,689,061 | 44,611 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,750,061 | 44,954 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,529,531 | 40,574 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,051,078 | 36,518 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,126,265 | 34,267 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,455,608 | 40,322 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,400,861 | 58,920 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,834,318 | 45,909 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,054,937 | 48,107 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,305,687 | 50,008 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,814,800 | 70,140 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,522,011 | 80,313 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $180,846,924 | 1,869,992 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $176,376,243 | 1,895,296 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $181,072,516 | 1,961,145 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $143,529,070 | 2,080,433 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $102,756,226 | 2,096,638 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $103,092,110 | 1,999,847 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $76,560,575 | 1,650,724 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||