Umb Financial Corp. (umbf V7.75 Perp)Preferred / convertible
13F holders, Q4 2025 (December 31)3holders +1
1new positions
0sold out
$27.00avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Umb Financial Corp. (umbf V7.75 Perp) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Thurston, Springer, Miller, Herd & Titak, Inc. ($62K), PNC Financial Services Group, Inc. ($6K) and Lanark Financial, Inc. ($189).
- Company
- Umb Financial Corp. (umbf V7.75 Perp)
- CUSIP
- 902788405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $62K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 2,300 shares bought and 52 shares sold, net +2,248 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 | $62K |
| PNC Financial Services Group, Inc. | — | Reduce -19.5% | 211 | $6K |
| Lanark Financial, Inc. | — | Reduce -12.5% | 7 | $189 |
"% 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.