First Command Advisory Services’s UMB Financial 7.750% Series B Preferred Stock UMBFO Stock Holding History

First Command Advisory Services’s Portfolio UMBFO Stock Details UMBFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.73K	Buy	325 +213	+190%	+$5.64K	﹤0.01%	798
2026 Q1	$2.91K	Buy	+112	New	+$3.01K	﹤0.01%	862

Other funds holding UMBFO

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

First Command Advisory Services's UMBFO Position: Q2 2026 in Review

First Command Advisory Services increased its UMB Financial 7.750% Series B Preferred Stock (UMBFO) stake by 190% in Q2 2026, buying an estimated $5.64K and bringing the position to 325 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

First Command Advisory Services first reported a position in UMBFO in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold UMBFO as of Q2 2026.

First Command Advisory Services held 325 shares of UMB Financial 7.750% Series B Preferred Stock worth $8.73K as of Q2 2026.
First Command Advisory Services bought 213 UMB Financial 7.750% Series B Preferred Stock shares in Q2 2026, an estimated $5.64K.
UMB Financial 7.750% Series B Preferred Stock made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #798 holding.
First Command Advisory Services first reported a position in UMB Financial 7.750% Series B Preferred Stock in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held UMB Financial 7.750% Series B Preferred Stock as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.