UMB Bank’s Global X US Preferred ETF PFFD Stock Holding History

UMB Bank’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.4K	Hold	2,962	–	–	﹤0.01%	1282
2026 Q1	$54.5K	Hold	2,962	–	–	﹤0.01%	1229
2025 Q4	$56K	Hold	2,962	–	–	﹤0.01%	1204
2025 Q3	$57.6K	Hold	2,962	–	–	﹤0.01%	1102
2025 Q2	$55.8K	Hold	2,962	–	–	﹤0.01%	1081
2025 Q1	$56.4K	Hold	2,962	–	–	﹤0.01%	1002
2024 Q4	$57.8K	Hold	2,962	–	–	﹤0.01%	862
2024 Q3	$61.5K	Hold	2,962	–	–	﹤0.01%	817
2024 Q2	$58.3K	Hold	2,962	–	–	﹤0.01%	797
2024 Q1	$59.7K	Hold	2,962	–	–	﹤0.01%	802
2023 Q4	$57.5K	Hold	2,962	–	–	﹤0.01%	804
2023 Q3	$55.7K	Hold	2,962	–	–	﹤0.01%	811
2023 Q2	$57.4K	Hold	2,962	–	–	﹤0.01%	815
2023 Q1	$58.8K	Hold	2,962	–	–	﹤0.01%	802
2022 Q4	$57K	Hold	2,962	–	–	﹤0.01%	817
2022 Q3	$61K	Sell	2,962 -8	-0.3%	-$173	﹤0.01%	824
2022 Q2	$63K	Buy	2,970 +8	+0.3%	+$173	﹤0.01%	853
2022 Q1	$70K	Hold	2,962	–	–	﹤0.01%	867
2021 Q4	$76K	Buy	+2,962	New	+$75.9K	﹤0.01%	864

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UMB Bank's PFFD Position: Q2 2026 in Review

UMB Bank held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 2,962 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

UMB Bank first reported a position in PFFD in Q4 2021 and has held it in 19 quarters since. The position peaked at $76K in Q4 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

UMB Bank held 2,962 shares of Global X US Preferred ETF worth $55.4K as of Q2 2026.
UMB Bank left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1282 holding.
UMB Bank first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Global X US Preferred ETF position peaked at $76K in Q4 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.