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UMBFO

UMB Financial 7.750% Series B Preferred Stock
UMBFO

2 hedge funds and large institutions have $7.5K invested in UMB Financial 7.750% Series B Preferred Stock in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 22 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

99% less capital invested

Capital invested by funds: $1.3M → $7.5K (-$1.3M)

Holders
2
Holders Change
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

Rank Fund Capital Flow
1
IR
IAT Reinsurance
New York
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$7.28K +$53 +2 +0.8%
NS
2
NBC Securities
Alabama
$222 +$212 +8 New
IR
3
IAT Reinsurance
New York
-$1.3M -50,000 Closed

UMBFO Hedge Fund Activity: Q3 2025 in Review

2 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in UMB Financial 7.750% Series B Preferred Stock (UMBFO) for Q3 2025, worth a combined $7.5K — down 99% from $1.3M a quarter earlier.

Fund positioning in UMBFO was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was NBC Securities, opening a new position worth an estimated $212. The largest seller was IAT Reinsurance, exiting entirely with an estimated $1.3M sold.

  • 2 institutional investors held UMB Financial 7.750% Series B Preferred Stock (UMBFO) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $7.5K of UMB Financial 7.750% Series B Preferred Stock stock for Q3 2025, down 99% quarter-over-quarter.
  • 1 fund opened new UMB Financial 7.750% Series B Preferred Stock positions in Q3 2025 and 1 closed out, a net change of 0 holders.
  • The largest UMB Financial 7.750% Series B Preferred Stock buyer in Q3 2025 was NBC Securities, an estimated $212 added.
  • The largest UMB Financial 7.750% Series B Preferred Stock seller in Q3 2025 was IAT Reinsurance, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2025.