UMBF UMB FINL CORP

Ownership history in Interval Partners, LP  ·  6 quarters on record

This page tracks every 13F SEC filing in which Interval Partners, LP reported a position in UMB FINL CORP (UMBF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.21% (2024 Q3)
Avg. % of fund
0.08%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 14,296 -18,248 -56.1% 0.03% $1.7M $117.46
2025 Q2 ADDED 32,544 +21,798 +202.8% 0.06% $3.4M $104.03
2025 Q1 REDUCED 10,746 -37,439 -77.7% 0.02% $1.1M $99.63
2024 Q4 REDUCED 48,185 -40,404 -45.6% 0.11% $5.4M $110.79
2024 Q3 ADDED 88,589 +49,195 +124.9% 0.21% $9.3M $102.85
2024 Q2 INITIATED 39,394 0.07% $3.3M
% of Fund (quarterly)    UMBF price (monthly, adj. close)
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