UMBF β€” UMB FINL CORP COMMON STOCK

Ownership history in Wilmington Savings Fund Society, FSB  Β·  2 quarters on record

AI Ownership Summary

Wilmington Savings Fund Society, FSB reported UMB FINL CORP COMMON STOCK (UMBF) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q3. The latest visible filing shows UMBF at 0.00% 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 Wilmington Savings Fund Society, FSB's position in UMB FINL CORP COMMON STOCK, 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
2025 Q3

UMBF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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.

How Wilmington Savings Fund Society, FSB held UMBF β€” position size vs. price
% of Fund (quarterly)    UMBF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 98 -43 -30.5% 0.00% $12K 2025-10-28 $111.44
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UMBF

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.02% Ares Financial Consulting, LLC 0.0%

FAQ About Wilmington Savings Fund Society, FSB and UMBF

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

How long has Wilmington Savings Fund Society, FSB reported owning UMBF?

Wilmington Savings Fund Society, FSB reported UMBF across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported UMBF position in Wilmington Savings Fund Society, FSB's portfolio?

The largest reported portfolio weight for UMBF was 0.00% in 2025 Q3.

What is the latest reported UMBF position on this page?

The most recent filing on this page is 2025 Q3, when Wilmington Savings Fund Society, FSB reported 98 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this UMBF ownership page compare?

The chart compares Wilmington Savings Fund Society, FSB'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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