UMB Financial Corporation shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in UMB Financial Corporation
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Quarterly reported holdings in UMB Financial Corporation by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.6M | 48k | 115.04 |
| 2025-09-30 | $5.1M | 43k | 118.52 |
| 2025-06-30 | $73k | 693 | 105.32 |
| 2025-03-31 | $4.6M | 45k | 101.50 |
| 2024-12-31 | $168k | 1.5k | 110.49 |
| 2024-09-30 | $35k | 335 | 105.08 |
| 2024-03-31 | $88k | 1.0k | 86.97 |
| 2023-12-31 | $176k | 2.1k | 83.52 |
| 2023-09-30 | $154k | 2.5k | 62.05 |
| 2023-06-30 | $115k | 1.9k | 60.90 |
| 2023-03-31 | $117k | 2.0k | 57.70 |
| 2022-12-31 | $134k | 1.3k | 100.00 |
| 2022-09-30 | $183k | 1.8k | 100.00 |
| 2022-06-30 | $133k | 1.3k | 100.00 |
| 2022-03-31 | $141k | 1.4k | 100.00 |
| 2021-12-31 | $134k | 1.3k | 100.00 |
| 2021-09-30 | $135k | 1.4k | 100.00 |
| 2021-06-30 | $158k | 1.6k | 100.00 |
| 2021-03-31 | $153k | 1.5k | 100.00 |
| 2020-12-31 | $206k | 2.1k | 100.00 |
| 2020-09-30 | $0 | 2.7k | 0.00 |
| 2020-06-30 | $104k | 2.0k | 52.63 |
| 2020-03-31 | $129k | 2.8k | 45.82 |