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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

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Quarterly reported holdings in UMB Financial Corporation by Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 22k 105.11
2024-06-30 $1.8M 22k 83.42
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