Thurston Springer Miller Herd & Titak’s UMB Financial Corporation Depositary Shares, each representing a 1/400th of 7.00% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock UMBFP Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio UMBFP Stock Details UMBFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,300	Closed	-$81.6K	–	1720
2025 Q1	$81.6K	Buy	+3,300	New	+$83.5K	0.01%	503

Other funds holding UMBFP

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's UMBFP Position: Q2 2025 in Review

Thurston Springer Miller Herd & Titak sold out of UMB Financial Corporation Depositary Shares, each representing a 1/400th of 7.00% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock (UMBFP) in Q2 2025, closing a stake of 3,300 shares — an estimated $81.6K sold.

Thurston Springer Miller Herd & Titak first reported a position in UMBFP in Q1 2025 and held it in 1 quarter. The position peaked at $81.6K in Q1 2025. 2 funds tracked by Wall St. Rank hold UMBFP as of Q2 2025.

Thurston Springer Miller Herd & Titak reported no remaining UMB Financial Corporation Depositary Shares, each representing a 1/400th of 7.00% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock position as of Q2 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 3,300 UMB Financial Corporation Depositary Shares, each representing a 1/400th of 7.00% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock shares in Q2 2025, an estimated $81.6K.
Thurston Springer Miller Herd & Titak first reported a position in UMB Financial Corporation Depositary Shares, each representing a 1/400th of 7.00% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock in Q1 2025 and held it in 1 quarter.
Thurston Springer Miller Herd & Titak's UMB Financial Corporation Depositary Shares, each representing a 1/400th of 7.00% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock position peaked at $81.6K in Q1 2025.
2 funds tracked by Wall St. Rank held UMB Financial Corporation Depositary Shares, each representing a 1/400th of 7.00% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock as of Q2 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2025, filed 7 Jul 2025.