Umb Financial Corp. (umbf V7.75 Perp)Preferred / convertible
13F holders, Q2 2026 (June 30)3holders +1
1new positions
0sold out
$26.43avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Umb Financial Corp. (umbf V7.75 Perp) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Thurston, Springer, Miller, Herd & Titak, Inc. ($61K), First Command Advisory Services, Inc. ($9K) and PNC Financial Services Group, Inc. ($4K).
- Company
- Umb Financial Corp. (umbf V7.75 Perp)
- CUSIP
- 902788405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $61K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 2,513 shares bought and 42 shares sold, net +2,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 2,300 | $61K |
| First Command Advisory Services, Inc. | — | Add +190.2% | 325 | $9K |
| PNC Financial Services Group, Inc. | — | Reduce -19.9% | 169 | $4K |
"% of holder's portfolio" is UMB FINANCIAL CORP (UMBF V7.75 PERP)'s weight in each manager's 13F, not the share of Umb Financial Corp. (umbf V7.75 Perp) the manager owns.