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UMBFO

UMB Financial 7.750% Series B Preferred Stock
UMBFO

2 hedge funds and large institutions have $1.3M invested in UMB Financial 7.750% Series B Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2
Holders Change
+2
Holders Change %
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
IR
1
IAT Reinsurance
New York
$1.3M +$1.28M +50,000 New
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$6.74K +$6.68K +260 New

UMBFO Hedge Fund Activity: Q2 2025 in Review

2 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UMB Financial 7.750% Series B Preferred Stock (UMBFO) for Q2 2025, worth a combined $1.3M.

Buyers outnumbered sellers: 2 funds opened new UMBFO positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was IAT Reinsurance, opening a new position worth an estimated $1.28M.

  • 2 institutional investors held UMB Financial 7.750% Series B Preferred Stock (UMBFO) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $1.3M of UMB Financial 7.750% Series B Preferred Stock stock for Q2 2025.
  • 2 funds opened new UMB Financial 7.750% Series B Preferred Stock positions in Q2 2025 and 0 closed out, a net change of +2 holders.
  • The largest UMB Financial 7.750% Series B Preferred Stock buyer in Q2 2025 was IAT Reinsurance, an estimated $1.28M added.

Based on aggregated 13F filings for Q2 2025.