Angel Oak Capital Advisors »

UMB Financial Corporation shares owned by Angel Oak Capital Advisors

Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by Angel Oak Capital Advisors from 13F filings

Historical chart of Angel Oak Capital Advisors investment in UMB Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including UMB Financial Corporation held by Angel Oak Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UMB Financial Corporation by Angel Oak Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 14k 118.35
2025-06-30 $1.4M 14k 105.16
2025-03-31 $981k 9.7k 101.10

More positions owned by Angel Oak Capital Advisors

Ishares Tr Broad Usd High (USHY)
Angel Oak Funds Trust Mortgage Backed (MBS)
Angel Oak Funds Trust High Yield Oppor (AOHY)
Annaly Capital Management In Com New (NLY)
UMB Financial Corporation (UMBF)
Kingstone Companies (KINS)
Ellington Financial Inc ellington financ (EFC)
Redwood Trust (RWT)
First Ctzns Bancshares Inc D Cl A (FCNCA)
Greene County Ban (GCBC)
Plumas Ban (PLBC)
PennyMac Mortgage Investment Trust (PMT)
Citigroup Com New (C)
First united corporation (FUNC)
Bank7 Corp (BSVN)

View all positions for Angel Oak Capital Advisors

Top funds holding UMB Financial Corporation

BlackRock
Vanguard Group
Umb Bank N A
State Street Corporation
Wellington Management Company
Dimensional Fund Advisors
FMR
Geode Capital Management
Neuberger Berman Group
Allspring Global Investments Holdings
American Century Companies
Alliancebernstein
Earnest Partners
Victory Capital Management
Charles Schwab Investment Management

View all funds holding UMB Financial Corporation