Position in UMBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$177,277,796
+$76,206,228 QoQ
Shares Held
1,241,789
+38.6% QoQ
Ownership
1.64%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 1%
None 5%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $13,844,932,171 across 287 Banks - Regional names. UMBF ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,343,276 | $1,315,621,413 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
28,368,611 | $957,724,305 | |
| 3 | USB |
US Bancorp De
|
14,686,566 | $887,068,584 | |
| 4 | FITB |
Fifth Third Bancorp
|
12,255,224 | $690,826,974 | |
| 5 | TFC |
Truist Financial Corp
|
10,686,753 | $532,414,033 | |
| 6 | WBS |
Webster Financial Corp
|
6,640,990 | $507,504,455 | |
| 7 | NU |
Nu Holdings Ltd.
|
30,378,285 | $405,853,884 | |
| 8 | BAP |
Credicorp Ltd
|
925,192 | $360,436,296 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,277,796 | 1,241,789 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $101,071,568 | 896,104 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $92,770,900 | 806,423 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $99,939,354 | 844,439 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $92,464,873 | 879,278 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $94,698,852 | 936,685 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $114,154,954 | 1,011,474 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $60,966,952 | 580,030 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $49,455,462 | 592,849 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $31,653,832 | 363,879 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $32,449,064 | 388,379 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $27,831,720 | 448,537 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $158,131,172 | 2,596,571 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $20,081,710 | 347,916 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $20,851,936 | 249,664 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $33,289,407 | 394,939 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $39,808,936 | 462,357 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $21,975,745 | 226,181 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $18,233,729 | 171,838 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $16,356,368 | 169,128 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $14,915,655 | 160,280 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $15,380,331 | 166,580 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,137,597 | 146,943 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,995,735 | 122,337 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,984,078 | 116,083 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $6,449,509 | 139,058 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||