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UMB Financial Corporation shares owned by Gallagher Fiduciary Advisors

Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by Gallagher Fiduciary Advisors from 13F filings

Historical chart of Gallagher Fiduciary Advisors investment in UMB Financial Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UMB Financial Corporation by Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $901k 7.6k 118.36
2025-06-30 $791k 7.5k 105.16
2025-03-31 $619k 6.1k 101.09
2024-12-31 $651k 5.8k 112.85
2024-09-30 $515k 4.9k 105.11
2024-06-30 $310k 3.7k 83.42

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
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Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Gallagher Fiduciary 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