Position in UMBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,557,957
+$2,333,875 QoQ
Shares Held
73,956
+1.4% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 93%
None 7%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. UMBF ranks #59 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp De
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,557,957 | 73,956 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,224,082 | 72,915 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,290,973 | 80,763 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,105,077 | 85,383 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,295,999 | 69,380 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,360,504 | 112,369 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $10,781,966 | 95,534 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,960,150 | 113,787 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,750,879 | 116,889 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $58,166,035 | 668,652 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $54,296,302 | 649,866 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $38,663,600 | 623,104 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $38,701,765 | 635,497 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $37,620,047 | 651,768 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $57,673,814 | 690,539 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $57,414,384 | 681,153 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $52,931,522 | 614,768 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $60,988,788 | 627,715 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $64,772,619 | 610,429 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $60,004,106 | 620,454 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $61,191,602 | 657,550 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $63,124,912 | 683,688 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $48,044,842 | 696,403 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $36,725,691 | 749,351 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $38,436,349 | 745,613 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $36,808,976 | 793,639 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||