Position in UMBF
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$56,625,325
+$39,554,446 QoQ
Shares Held
396,647
+162.1% QoQ
Ownership
0.522%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1
of 34 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95.12211109626443.ToString("F0")%
Shared 0.ToString("F0")%
None 4.877888903735563.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $400,061,082 across 15 Banks - Regional names. UMBF ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
1,192,270 | $107,614,290 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
2,501,164 | $105,824,248 | |
| 3 | UMBF |
Umb Financial Corp
This page
|
396,647 | $56,625,325 | |
| 4 | TBBK |
Bancorp, Inc.
|
286,531 | $17,948,301 | |
| 5 | WTFC |
Wintrust Financial Corp
|
108,377 | $17,418,351 | |
| 6 | BOH |
Bank Of Hawaii Corp
|
158,975 | $12,954,872 | |
| 7 | BKU |
BankUnited, Inc.
|
251,247 | $12,172,917 | |
| 8 | FNB |
Fnb Corp/Pa/
|
575,445 | $10,979,490 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,625,325 | 396,647 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $17,070,879 | 151,351 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $13,527,668 | 117,591 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $13,944,588 | 117,825 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $12,762,848 | 121,366 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $12,547,925 | 124,114 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $14,175,667 | 125,604 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,219,563 | 116,255 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,806,354 | 117,554 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,939,527 | 102,765 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $8,976,695 | 107,441 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $6,780,575 | 109,276 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,645,834 | 109,127 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,820,485 | 83,515 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,401,975 | 76,652 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $6,513,762 | 77,278 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,578,814 | 76,409 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,435,557 | 76,529 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $7,712,817 | 72,687 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $7,027,335 | 72,664 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,950,279 | 74,686 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,840,611 | 63,258 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,193,271 | 46,286 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,227,308 | 45,446 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,508,544 | 68,061 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,085,106 | 23,396 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||