IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

UMB Private Wealth Management, LLC

Q3 2026 Holdings

Filed 2026-10-19 | 1410 holdings | $103.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
FOX Factory Hldg Corp(FOXF)COM35138V102$386210.0%
S &t Bancorp Inc(STBA)COM783859101$38780.0%
Terreno Rlty Corp(TRNO)COM88146M101$38760.0%
Heritage Finl Corp Wash(HFWA)COM42722X106$387140.0%
Q2 Hldgs Inc(QTWO)COM74736L109$38870.0%
Valero Energy Corp(VLO)COM91913Y100$38810.0%
Independent BK Corp Mass(INDB)COM453836108$38850.0%
Strategic ED Inc(STRA)COM86272C103$38850.0%
Renasant Corp(RNST)COM75970E107$389100.0%
Broadstone NET Lease Inc(BNL)COM11135E203$389210.0%
F&G Annuities &life Inc(FG)COMMON STOCK30190A104$390180.0%
Deluxe Corp Medium Term NTS(DLX)COM248019101$390170.0%
Southside Bancshares Inc(SBSI)COM84470P109$391130.0%
ACI Worldwide Inc(ACIW)COM004498101$39180.0%
Minerals Technologies Inc(MTX)COM603158106$39260.0%
Pitney Bowes Inc(PBI)COM724479100$392240.0%
Napco SEC Technologies Inc(NSSC)COM630402105$392110.0%
Merchants Bancorp IND(MBIN)COM58844R108$39280.0%
National BK Hldgs Corp(NBHC)CL A633707104$392100.0%
Inventrust Pptys Corp(IVT)COM NEW46124J201$392130.0%
Phibro Animal Health Corp(PAHC)CL A COM71742Q106$393110.0%
Oceaneering Intl Inc(OII)COM675232102$39390.0%
Atricure Inc(ATRC)COM04963C209$39370.0%
Privia Health Group Inc(PRVA)COM74276R102$394200.0%
National Health Invs Inc(NHI)COM63633D104$39460.0%
First Hawaiian Inc(FHB)COM32051X108$394160.0%
Andersons Inc(ANDE)COM034164103$39460.0%
Mercury Genl Corp New(MCY)COM589400100$39540.0%
Central PAC Finl Corp(CPF)COM NEW154760409$395110.0%
Green Brick Partners Inc(GRBK)COM392709101$39760.0%
Pursuit Attractions and Hosp(PRSU)COM92552R406$39880.0%
Ameris Bancorp(ABCB)COM03076K108$39850.0%
Life Time Group Holdings Inc(LTH)COMMON STOCK53190C102$399100.0%
Servisfirst Bancshares Inc(SFBS)COM81768T108$400100.0%
Pacira Biosciences Inc(PCRX)COM695127100$401160.0%
NBT Bancorp Inc(NBTB)COM628778102$40180.0%
Vita Coco Co Inc(COCO)COM92846Q107$40170.0%
Liberty Energy Inc(LBRT)COM CL A53115L104$401220.0%
Banner Corp(BANR)COM NEW06652V208$40260.0%
Astec Inds Inc(ASTE)COM046224101$402100.0%
Macerich Co(MAC)COM554382101$402180.0%
Hanmi Finl Corp(HAFC)COM NEW410495204$402130.0%
Moelis &co(MC)CL A60786M105$40370.0%
Trustmark Corp(TRMK)COM898402102$40390.0%
United NAT Foods Inc(UNFI)COM911163103$40390.0%
American Assets TR Inc(AAT)COM024013104$404190.0%
Lakeland Finl Corp(LKFN)COM511656100$40470.0%
Lyft Inc(LYFT)CL A COM55087P104$405270.0%
Cargurus Inc(CARG)COM CL A141788109$405130.0%
Edgewell Personal Care Co(EPC)COM28035Q102$405150.0%
PreviousPage 3 of 29Next