Position in UMBF
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$54,471,817
+$12,813,763 QoQ
Shares Held
482,949
+33.4% QoQ
Ownership
0.636%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 57.945870060813874.ToString("F0")%
Shared 0.ToString("F0")%
None 42.054129939186126.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JOHNSON INVESTMENT COUNSEL INC holds $188,789,388 across 26 Banks - Regional names. UMBF ranks #1 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
This page
|
482,949 | $54,471,817 | |
| 2 | FHN |
First Horizon Corp
|
2,200,797 | $50,090,139 | |
| 3 | USB |
US Bancorp De
|
526,955 | $27,406,929 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
100,838 | $20,983,379 | |
| 5 | FITB |
Fifth Third Bancorp
|
145,581 | $6,763,693 | |
| 6 | NWBI |
Northwest Bancshares, Inc.
|
419,589 | $5,324,584 | |
| 7 | FFBC |
First Financial Bancorp /Oh/
|
187,444 | $5,225,938 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
148,778 | $2,328,375 |
All Filings in UMBF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||