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CONGRESS ASSET MANAGEMENT CO: UMBF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONGRESS ASSET MANAGEMENT CO on UMBF, newest first. How the timeline and the estimate are built.

CONGRESS ASSET MANAGEMENT CO held 365,186 UMBF shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 365,186 shares
    Change vs previous 13F -31,461 shares

    0.31% of the 13F portfolio, value $47,477,829.

    13F-HR 0000897378-26-000015 filed by CONGRESS ASSET MANAGEMENT CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 396,647 shares
    Change vs previous 13F +245,296 shares

    0.35% of the 13F portfolio, value $56,625,272.

    13F-HR 0000897378-26-000010 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 151,351 shares
    Change vs previous 13F +33,760 shares

    0.12% of the 13F portfolio, value $17,070,897.

    13F-HR 0000897378-26-000005 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 117,591 shares
    Change vs previous 13F -234 shares

    0.1% of the 13F portfolio, value $13,527,636.

    13F-HR 0000897378-26-000002 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 117,825 shares
    Change vs previous 13F -3,541 shares

    0.09% of the 13F portfolio, value $13,944,643.

    13F-HR 0000897378-25-000016 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 121,366 shares
    Change vs previous 13F -2,748 shares

    0.09% of the 13F portfolio, value $12,762,832.

    13F-HR 0000897378-25-000005 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 124,114 shares
    Change vs previous 13F -1,490 shares

    0.09% of the 13F portfolio, value $12,547,963.

    13F-HR 0000897378-25-000003 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 125,604 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $14,175,662.

    13F-HR 0000897378-25-000001 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).