Umb Financial Corp. (umbf V7.75 Perp)Preferred / convertible

13F holders, Q2 2025 (June 30)
2holders
$25.93avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding Umb Financial Corp. (umbf V7.75 Perp) in their 13F filings. The largest holders were Iat Reinsurance Co. LTD. ($1.3M) and PNC Financial Services Group, Inc. ($7K).

Company
Umb Financial Corp. (umbf V7.75 Perp)
CUSIP
902788405
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q2 2025

InstitutionsTotal Value
New Positions2$1.3M
Exits0$0

Ownership 2 holders

Iat Reinsurance Co. LTD. — New 50,000 $1.3M
PNC Financial Services Group, Inc. — New 260 $7K

"% 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.