Koesten, Hirschmann & Crabtree, INC. UMBF — UMB FINL CORP

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  14 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported UMB FINL CORP (UMBF) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2024 Q4. The latest visible filing shows UMBF at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UMBF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koesten, Hirschmann & Crabtree, INC.'s position in UMB FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UMBF was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UMBF stock page Koesten, Hirschmann & Crabtree, INC. fund profile Koesten, Hirschmann & Crabtree, INC. full holdings
How Koesten, Hirschmann & Crabtree, INC. held UMBF — position size vs. price
% of Fund (quarterly)    UMBF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,387 — 0% 0.19% $382K 2026-04-15 $119.87
2025 Q4 UNCHANGED — — — 3,387 — 0% 0.19% $390K 2026-02-09 $133.78
2025 Q3 UNCHANGED — — — 3,387 — 0% 0.19% $401K 2025-11-05 $106.35
2025 Q2 UNCHANGED — — — 3,387 — 0% 0.18% $356K 2025-08-15 $113.84
2025 Q1 UNCHANGED — — — 3,387 — 0% 0.20% $342K 2025-04-23 $93.96
2024 Q4 UNCHANGED — — — 3,387 — 0% 0.22% $382K 2025-02-14 $109.81
2024 Q3 UNCHANGED — — — 3,387 — 0% 0.21% $356K 2024-11-04 $105.64
2024 Q2 UNCHANGED — — — 3,387 — 0% 0.19% $295K 2024-09-09 $99.17
2024 Q1 UNCHANGED — — — 3,387 — 0% 0.19% $295K 2024-05-22 $81.85
2023 Q4 UNCHANGED — — — 3,387 — 0% 0.20% $283K 2024-02-14 $77.22
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UMBF

As of 2026 Q1 — sorted by position size

Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 7.18% Friday Financial 1.01% KERR FINANCIAL PLANNING Corp 0.8% Phocas Financial Corp. 3Y 7Y 0.6% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.33% FIRST COMMUNITY TRUST NA 3Y 0.26% GHP Investment Advisors, Inc. 3Y 7Y 0.23% ETF Store, Inc. 3Y 0.23% Whalen Wealth Management Inc. 0.23% MQS Management LLC 3Y 0.21%

FAQ About Koesten, Hirschmann & Crabtree, INC. and UMBF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Koesten, Hirschmann & Crabtree, INC. reported owning UMBF?

Koesten, Hirschmann & Crabtree, INC. reported UMBF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UMBF position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for UMBF was 0.22% in 2024 Q4.

What is the latest reported UMBF position on this page?

The most recent filing on this page is 2026 Q1, when Koesten, Hirschmann & Crabtree, INC. reported 3,387 shares, equal to 0.19% of portfolio, with an estimated market value of $382K.

What does the chart on this UMBF ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'s quarterly UMBF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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