Position in UMBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$240,871,381
-$64,465,133 QoQ
Shares Held
1,687,247
-37.7% QoQ
Ownership
2.22%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#9
of 480 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $16,129,309,862 across 126 Banks - Regional names. UMBF ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
9,801,881 | $2,332,945,693 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
122,300,772 | $2,168,392,684 | |
| 3 | FITB |
Fifth Third Bancorp
|
23,653,758 | $1,333,362,335 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,141,397 | $1,123,944,126 | |
| 5 | RF |
Regions Financial Corp
|
20,992,390 | $633,970,178 | |
| 6 | TFC |
Truist Financial Corp
|
8,985,087 | $447,637,033 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
11,686,430 | $374,550,079 | |
| 8 | WAL |
Western Alliance Bancorporation
|
4,389,690 | $360,832,517 |
All Filings in UMBF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,871,381 | 1,687,247 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $305,336,514 | 2,707,124 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $298,043,329 | 2,590,780 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $366,742,740 | 3,098,798 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $246,839,227 | 2,347,273 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $243,359,324 | 2,407,115 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $228,122,223 | 2,021,285 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $201,725,114 | 1,919,181 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $216,874,230 | 2,599,787 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $165,286,479 | 1,900,063 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $135,709,762 | 1,624,294 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $160,504,795 | 2,586,701 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $90,806,222 | 1,491,071 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $58,819,450 | 1,019,048 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $40,952,612 | 490,333 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $69,167,531 | 820,590 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $75,128,621 | 872,574 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $88,433,866 | 910,188 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $118,229,140 | 1,114,213 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $121,491,453 | 1,256,245 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $87,947,841 | 945,066 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $82,501,101 | 893,546 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,689,488 | 212,922 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,065,820 | 144,171 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||