UMB Financial Corporation shares owned by Heritage Family Offices
Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in UMB Financial Corporation
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All positions including UMB Financial Corporation held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UMB Financial Corporation by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 1.8k | 118.35 |
| 2025-06-30 | $222k | 2.2k | 100.17 |
| 2025-03-31 | $224k | 2.2k | 101.08 |
| 2024-12-31 | $232k | 2.1k | 112.88 |
| 2024-09-30 | $203k | 1.9k | 105.12 |