Position in UMBF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,555,496
+$4,154,548 QoQ
Shares Held
66,934
+39.8% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
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, 2026CITIGROUP INC holds $3,134,921,252 across 284 Banks - Regional names. UMBF ranks #29 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
25,816,829 | $871,576,145 | |
| 2 | WBS |
Webster Financial Corp
|
3,566,496 | $272,551,623 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,012,120 | $249,204,184 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
11,409,970 | $202,298,767 | |
| 5 | NU |
Nu Holdings Ltd.
|
12,385,567 | $165,471,173 | |
| 6 | USB |
US Bancorp De
|
1,889,187 | $114,106,893 | |
| 7 | TFC |
Truist Financial Corp
|
2,104,595 | $104,850,921 | |
| 8 | LYG |
Lloyds Banking Group plc
|
16,746,452 | $97,631,813 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,555,496 | 66,934 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $5,400,948 | 47,885 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $7,123,851 | 61,925 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,155,793 | 60,463 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $9,351,772 | 88,929 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $10,705,376 | 105,889 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $10,619,785 | 94,097 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $9,050,916 | 86,109 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,589,222 | 67,001 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,851,606 | 55,772 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,272,245 | 51,134 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,635,947 | 26,365 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $3,442,554 | 56,528 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $282,885 | 4,901 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,239,854 | 14,845 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $909,825 | 10,794 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $526,156 | 6,111 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $567,510 | 5,841 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,639,504 | 15,451 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,600,821 | 26,893 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $2,556,730 | 27,474 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,291,906 | 24,823 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $959,166 | 13,903 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $372,230 | 7,595 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,095,694 | 21,255 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,568,431 | 33,817 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||