UMB Financial Corporation shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in UMB Financial Corporation
Tip: Access up to 7 years of quarterly data
All positions including UMB Financial Corporation held by Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UMB Financial Corporation by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 22k | 87.01 |
| 2023-12-31 | $1.8M | 22k | 83.56 |
| 2023-09-30 | $1.3M | 22k | 62.06 |
| 2023-06-30 | $1.3M | 22k | 60.91 |
| 2023-03-31 | $1.3M | 22k | 57.73 |
| 2022-12-31 | $1.8M | 22k | 83.51 |
| 2022-09-30 | $1.9M | 22k | 84.30 |
| 2022-06-30 | $1.9M | 22k | 86.09 |
| 2022-03-31 | $2.2M | 22k | 97.15 |
| 2021-12-31 | $2.4M | 22k | 106.11 |
| 2021-09-30 | $2.2M | 22k | 96.70 |
| 2021-06-30 | $2.1M | 22k | 93.08 |
| 2021-03-31 | $2.1M | 23k | 92.31 |
| 2020-12-31 | $1.6M | 23k | 68.99 |
| 2020-09-30 | $1.3M | 27k | 49.00 |
| 2020-06-30 | $1.4M | 27k | 51.56 |
| 2020-03-31 | $1.2M | 26k | 46.36 |
| 2019-12-31 | $1.8M | 27k | 68.65 |
| 2019-09-30 | $1.7M | 27k | 64.58 |
| 2019-06-30 | $1.8M | 27k | 65.81 |
| 2019-03-31 | $2.0M | 31k | 64.05 |
| 2018-12-31 | $1.9M | 31k | 60.97 |
| 2018-09-30 | $2.2M | 31k | 70.90 |
| 2018-06-30 | $2.4M | 31k | 76.20 |
| 2018-03-31 | $2.3M | 31k | 72.40 |
| 2017-12-31 | $2.3M | 31k | 72.40 |
| 2017-09-30 | $2.3M | 31k | 74.50 |
| 2017-06-30 | $2.3M | 31k | 74.85 |
| 2017-03-31 | $2.3M | 31k | 75.31 |
| 2016-12-31 | $2.4M | 31k | 77.14 |
| 2016-09-30 | $2.2M | 37k | 59.45 |
| 2016-06-30 | $2.0M | 37k | 53.21 |
| 2016-03-31 | $1.9M | 37k | 51.63 |
| 2015-12-31 | $1.7M | 37k | 46.56 |
| 2015-09-30 | $1.9M | 37k | 50.81 |
| 2015-06-30 | $2.1M | 37k | 57.02 |
| 2015-03-31 | $1.9M | 37k | 52.88 |
| 2014-12-31 | $2.1M | 37k | 56.89 |
| 2014-09-30 | $2.0M | 37k | 54.54 |
| 2014-06-30 | $2.3M | 37k | 63.40 |
| 2014-03-31 | $2.4M | 37k | 64.71 |
| 2013-12-31 | $2.4M | 37k | 64.28 |
| 2013-09-30 | $2.0M | 37k | 54.34 |
| 2013-06-30 | $2.1M | 37k | 55.67 |
| 2013-03-31 | $1.8M | 37k | 49.07 |
| 2012-12-31 | $1.6M | 37k | 43.83 |
| 2012-09-30 | $1.8M | 37k | 48.69 |
| 2012-06-30 | $1.9M | 37k | 51.23 |
| 2012-03-31 | $1.7M | 37k | 44.74 |
| 2011-12-31 | $1.4M | 37k | 37.25 |
| 2011-09-30 | $1.2M | 37k | 32.08 |
| 2011-06-30 | $1.6M | 37k | 41.89 |
| 2011-03-31 | $1.4M | 37k | 37.36 |
More positions owned by Meritage Portfolio Management
View all positions for Meritage Portfolio Management