IAT Reinsurance’s UMB Financial 7.750% Series B Preferred Stock UMBFO Stock Holding History

IAT Reinsurance’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
2025 Q3	–	Sell	-50,000	Closed	-$1.3M	–	91
2025 Q2	$1.3M	Buy	+50,000	New	+$1.28M	0.29%	41

Other funds holding UMBFO

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

IAT Reinsurance's UMBFO Position: Q3 2025 in Review

IAT Reinsurance sold out of UMB Financial 7.750% Series B Preferred Stock (UMBFO) in Q3 2025, closing a stake of 50,000 shares — an estimated $1.3M sold.

IAT Reinsurance first reported a position in UMBFO in Q2 2025 and held it in 1 quarter. The position peaked at $1.3M in Q2 2025. 2 funds tracked by Wall St. Rank hold UMBFO as of Q3 2025.

IAT Reinsurance reported no remaining UMB Financial 7.750% Series B Preferred Stock position as of Q3 2025 after selling out during the quarter.
IAT Reinsurance sold 50,000 UMB Financial 7.750% Series B Preferred Stock shares in Q3 2025, an estimated $1.3M.
IAT Reinsurance first reported a position in UMB Financial 7.750% Series B Preferred Stock in Q2 2025 and held it in 1 quarter.
IAT Reinsurance's UMB Financial 7.750% Series B Preferred Stock position peaked at $1.3M in Q2 2025.
2 funds tracked by Wall St. Rank held UMB Financial 7.750% Series B Preferred Stock as of Q3 2025.

Based on IAT Reinsurance's 13F filing for Q3 2025, filed 10 Nov 2025.