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Disclosery

Phocas Financial Corp.: UMBF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phocas Financial Corp. on UMBF, newest first. How the timeline and the estimate are built.

Phocas Financial Corp. held 32,273 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,273 shares
    Change vs previous 13F -1,679 shares

    0.64% of the 13F portfolio, value $4,607,293.

    13F-HR 0001754960-26-000676 filed by Phocas Financial Corp.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 33,952 shares
    Change vs previous 13F -9,452 shares

    0.6% of the 13F portfolio, value $3,829,446.

    13F-HR 0001754960-26-000349 filed by Phocas Financial Corp.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 43,404 shares
    Change vs previous 13F -104 shares

    0.65% of the 13F portfolio, value $4,993,196.

    13F-HR/A 0001754960-26-000109 filed by Phocas Financial Corp.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 43,508 shares
    Change vs previous 13F +884 shares

    0.67% of the 13F portfolio, value $5,149,172.

    13F-HR 0001754960-25-000766 filed by Phocas Financial Corp.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 42,624 shares
    Change vs previous 13F +6 shares

    0.64% of the 13F portfolio, value $4,482,340.

    13F-HR 0001754960-25-000542 filed by Phocas Financial Corp.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 42,618 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,308,680.

    13F-HR 0001754960-25-000285 filed by Phocas Financial Corp.
    Filed (acceptance time not in the bulk data set), ingested

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