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

13F holders, Q3 2025 (September 30)
2holders
1new positions
1sold out
$27.79avg. 13F price*

At the end of Q3 2025, 2 institutions reported holding Umb Financial Corp. (umbf V7.75 Perp) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were PNC Financial Services Group, Inc. ($7K) and Lanark Financial, Inc. ($222).

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 → Q3 2025

InstitutionsTotal Value
New Positions1$222
Exits1$1.3M

All 13F filers, Q2 2025 → Q3 2025: 10 shares bought and 50,000 shares sold, net −49,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

PNC Financial Services Group, Inc. — Add +0.8% 262 $7K
Lanark Financial, Inc. — New 8 $222

"% 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.