Umb Financial Corp. (umbf V7.75 Perp)Preferred / convertible
13F holders, Q1 2026 (March 31)2holders −1
1new positions
2sold out
$25.68avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Umb Financial Corp. (umbf V7.75 Perp) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were PNC Financial Services Group, Inc. ($5K) and First Command Advisory Services, Inc. ($3K).
- Company
- Umb Financial Corp. (umbf V7.75 Perp)
- CUSIP
- 902788405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 2 | $62K |
All 13F filers, Q4 2025 → Q1 2026: 112 shares bought and 2,307 shares sold, net −2,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| PNC Financial Services Group, Inc. | — | No change | 211 | $5K |
| First Command Advisory Services, Inc. | — | New | 112 | $3K |
"% 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.