NBC Securities’s UMB Financial 7.750% Series B Preferred Stock UMBFO Stock Holding History

NBC Securities’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 Q1	–	Sell	-7	Closed	-$189	–	2941
2025 Q4	$189	Sell	7 -1	-13%	-$27	﹤0.01%	2721
2025 Q3	$222	Buy	+8	New	+$212	﹤0.01%	2709

Other funds holding UMBFO

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

NBC Securities's UMBFO Position: Q1 2026 in Review

NBC Securities sold out of UMB Financial 7.750% Series B Preferred Stock (UMBFO) in Q1 2026, closing a stake of 7 shares — an estimated $189 sold.

NBC Securities first reported a position in UMBFO in Q3 2025 and held it in 2 quarters. The position peaked at $222 in Q3 2025. 2 funds tracked by Wall St. Rank hold UMBFO as of Q1 2026.

NBC Securities reported no remaining UMB Financial 7.750% Series B Preferred Stock position as of Q1 2026 after selling out during the quarter.
NBC Securities sold 7 UMB Financial 7.750% Series B Preferred Stock shares in Q1 2026, an estimated $189.
NBC Securities first reported a position in UMB Financial 7.750% Series B Preferred Stock in Q3 2025 and held it in 2 quarters.
NBC Securities's UMB Financial 7.750% Series B Preferred Stock position peaked at $222 in Q3 2025.
2 funds tracked by Wall St. Rank held UMB Financial 7.750% Series B Preferred Stock as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.