Umb Financial Corp. (umbf V7 Perp)Preferred / convertible
13F holders, Q2 2025 (June 30)2holders −1
0new positions
1sold out
$24.95avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Umb Financial Corp. (umbf V7 Perp) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Iat Reinsurance Co. LTD. ($561K) and Thompson Investment Management, Inc. ($50K).
- Company
- Umb Financial Corp. (umbf V7 Perp)
- CUSIP
- 902788207
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $82K |
All 13F filers, Q1 2025 → Q2 2025: 3,300 shares sold, net −3,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Iat Reinsurance Co. LTD. | — | No change | 22,500 | $561K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $50K |
"% of holder's portfolio" is UMB FINANCIAL CORP (UMBF V7 PERP)'s weight in each manager's 13F, not the share of Umb Financial Corp. (umbf V7 Perp) the manager owns.