MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in UMBF — Umb Financial Corp
CIK 912938
Boston, MA
Position in UMBF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$50,399,276
+$12,084,288 QoQ
Shares Held
353,035
+3.9% QoQ
Ownership
0.465%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#39
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $5,033,766,410 across 38 Banks - Regional names. UMBF ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,019,533 | $1,482,129,411 | |
| 2 | BAP |
Credicorp Ltd
|
2,126,364 | $828,388,883 | |
| 3 | MTB |
M&T Bank Corp
|
1,191,392 | $283,563,207 | |
| 4 | HDB |
Hdfc Bank Ltd
|
9,435,117 | $243,709,068 | |
| 5 | BPOP |
Popular, Inc.
|
1,463,980 | $240,356,234 | |
| 6 | EWBC |
East West Bancorp Inc
|
1,721,570 | $222,237,470 | |
| 7 | RF |
Regions Financial Corp
|
7,192,487 | $217,213,105 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
5,958,440 | $190,967,998 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,399,276 | 353,035 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $38,314,988 | 339,702 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,636,844 | 353,241 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $43,280,949 | 365,703 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $41,080,754 | 390,650 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $41,743,785 | 412,896 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $52,315,801 | 463,546 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $52,910,902 | 503,386 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $43,180,027 | 517,622 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $37,173,001 | 427,325 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $35,837,268 | 428,932 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $19,100,975 | 307,832 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $18,936,185 | 310,939 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $20,185,088 | 349,707 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $61,044,684 | 730,899 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $61,077,966 | 724,617 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $61,272,634 | 711,645 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $72,295,978 | 744,092 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $83,836,237 | 790,088 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $80,663,683 | 834,078 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $81,102,813 | 871,511 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $79,074,735 | 856,436 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $71,318,205 | 1,033,747 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $51,287,494 | 1,046,470 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $48,400,810 | 938,910 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $37,555,926 | 809,744 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||