Position in UMBF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$71,484,500
+$17,012,683 QoQ
Shares Held
500,732
+3.7% QoQ
Ownership
0.659%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#31
of 482 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $218,600,214 across 25 Banks - Regional names. UMBF ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
This page
|
500,732 | $71,484,500 | |
| 2 | FHN |
First Horizon Corp
|
2,005,929 | $51,432,019 | |
| 3 | USB |
US Bancorp De
|
501,656 | $30,300,022 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
99,505 | $24,500,121 | |
| 5 | FITB |
Fifth Third Bancorp
|
148,144 | $8,350,877 | |
| 6 | NWBI |
Northwest Bancshares, Inc.
|
419,589 | $6,360,969 | |
| 7 | FFBC |
First Financial Bancorp /Oh/
|
177,603 | $6,008,309 | |
| 8 | HBT |
HBT Financial, Inc.
|
82,705 | $2,645,732 |
All Filings in UMBF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,484,500 | 500,732 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $54,471,817 | 482,949 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $41,658,054 | 362,118 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,580,266 | 21,802 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,259,993 | 21,491 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,168,595 | 21,450 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,420,847 | 21,450 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,254,609 | 21,450 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||