UMB Financial Corporation
DE ˙ DB ˙ US9027881088
111,00 € ↑3,00 (2,78%)
2026-06-04
AKTIENPREIS
SecurityDE:UMB / UMB Financial Corporation
InstitutionQuest Partners LLC
Latest Disclosed Ownership1,175 shares
Latest Disclosed Value $ 135,172
Quest Partners LLC reports 27.91% decrease in ownership of UMB / UMB Financial Corporation

On February 9, 2026 - Quest Partners LLC filed a 13F-HR form disclosing ownership of 1,175 shares of UMB Financial Corporation (DE:UMB) valued at $115,738 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 3, 2025 disclosing 1,630 shares of UMB Financial Corporation. This represents a change in shares of -27.91% during the quarter. The current value of the position is $130,425 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-09 2025-12-31 13F UMB FINL COM 902788108 1,175 -455 -27.91 135 -29.69 0.0076
2025-11-03 2025-09-30 13F UMB FINL COM 902788108 1,630 456 38.84 193 56.10 0.0126
2025-07-31 2025-06-30 13F UMB FINL COM 902788108 1,174 0 0.00 123 4.24 0.0121
2025-05-14 2025-03-31 13F UMB FINL COM 902788108 1,174 -25,241 -95.56 119 -96.04 0.0129
2025-02-07 2024-12-31 13F UMB FINL COM 902788108 26,415 9,382 55.08 2,981 66.54 0.3960
2024-11-07 2024-09-30 13F UMB FINL COM 902788108 17,033 -751 -4.22 1,790 20.70 0.1594
2024-08-06 2024-06-30 13F UMB FINL COM 902788108 17,784 10,498 144.08 1,484 134.28 0.2013
2024-05-09 2024-03-31 13F UMB FINL COM 902788108 7,286 -9,652 -56.98 634 -55.27 0.1102
2024-02-09 2023-12-31 13F UMB FINL COM 902788108 16,938 16,938 1,415 0.3006
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.