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UMBFO

UMB Financial 7.750% Series B Preferred Stock
UMBFO

3 hedge funds and large institutions have $68K invested in UMB Financial 7.750% Series B Preferred Stock in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

806% more capital invested

Capital invested by funds: $7.5K → $68K (+$60.5K)

50% more funds holding

Funds holding: 23 (+1)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
1
Thurston Springer Miller Herd & Titak
Indiana
$62.1K +$62K +2,300 New
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$5.7K -$1.38K -51 -19%
NS
3
NBC Securities
Alabama
$189 -$27 -1 -13%

UMBFO Hedge Fund Activity: Q4 2025 in Review

3 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in UMB Financial 7.750% Series B Preferred Stock (UMBFO) for Q4 2025, worth a combined $68K — up 806% from $7.5K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new UMBFO positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Thurston Springer Miller Herd & Titak, opening a new position worth an estimated $62K. The largest seller was PNC Financial Services Group, cutting an estimated $1.38K.

  • 3 institutional investors held UMB Financial 7.750% Series B Preferred Stock (UMBFO) as of Q4 2025, up from 2 in Q3 2025.
  • Funds reported $68K of UMB Financial 7.750% Series B Preferred Stock stock for Q4 2025, up 806% quarter-over-quarter.
  • 1 fund opened new UMB Financial 7.750% Series B Preferred Stock positions in Q4 2025 and 0 closed out, a net change of +1 holder.
  • The largest UMB Financial 7.750% Series B Preferred Stock buyer in Q4 2025 was Thurston Springer Miller Herd & Titak, an estimated $62K added.
  • The largest UMB Financial 7.750% Series B Preferred Stock seller in Q4 2025 was PNC Financial Services Group, an estimated $1.38K sold.

Based on aggregated 13F filings for Q4 2025.