UMB Financial Corporation
US ˙ NasdaqGS ˙ US9027881088

SecurityUMBF / UMB Financial Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership12 shares
Latest Disclosed Value $ 1,353
IFP Advisors, Inc reports 63.64% decrease in ownership of UMBF / UMB Financial Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 12 shares of UMB Financial Corporation (US:UMBF) valued at $1,353 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 33 shares of UMB Financial Corporation. This represents a change in shares of -63.64% during the quarter. The current value of the position is $1,516 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)
2026-04-13 2026-03-31 13F UMB FINL cs 902788108 12 -21 -63.64 1 -66.67 0.0000
2026-02-06 2025-12-31 13F UMB FINL cs 902788108 33 0 0.00 4 0.00 0.0001
2026-02-06 2025-09-30 13F/A-1 UMB FINL cs 902788108 33 33 4 -88.00 0.0001
2025-12-02 2025-09-30 13F UMB FINL cs 902788108 0 0 16 0.0004
2025-07-24 2025-06-30 13F UMB FINL cs 902788108 0 0 26 0.0007
2025-05-05 2025-03-31 13F UMB FINL cs 902788108 0 -3 -100.00 0 0.0000
2025-02-04 2024-12-31 13F UMB FINL cs 902788108 3 3 0 0.0000
2024-07-30 2024-03-31 13F UMB FINL cs 902788108 0 -52 -100.00 0 -100.00
2024-01-09 2023-12-31 13F UMB FINL cs 902788108 52 26 100.00 4 300.00 0.0002
2023-10-12 2023-09-30 13F UMB FINL cs 902788108 26 0 0.00 2 0.00 0.0001
2023-08-14 2023-06-30 13F/A-1 UMB FINL cs 902788108 26 0 0.00 2 -50.00 0.0001
2023-08-04 2023-06-30 13F UMB FINL cs 902788108 26 0 2 0.0001
2023-04-18 2023-03-31 13F UMB FINL cs 902788108 26 0 0.00 2 0.0001
2023-02-07 2022-12-31 13F UMB FINL cs 902788108 26 0 0.00 0 -100.00 0.0001
2022-11-08 2022-09-30 13F UMB FINL cs 902788108 26 0 0.00 2 0.00 0.0001
2022-09-06 2022-06-30 13F/A-1 UMB FINL cs 902788108 26 0 0.00 2 0.00 0.0001
2022-09-06 2022-03-31 13F/A-1 UMB FINL cs 902788108 26 0 0.00 2 -33.33 0.0001
2022-08-08 2022-03-31 13F UMB FINL CORP COM Stock 902788108 26 0 2 0.0000
2022-01-12 2021-12-31 13F UMB FINL CORP COM Stock 902788108 26 0 0.00 3 0.00 0.0001
2021-10-06 2021-09-30 13F UMB FINL CORP COM Stock 902788108 26 0 0.00 3 50.00 0.0001
2021-07-13 2021-06-30 13F UMB FINL CORP COM Stock 902788108 26 0 0.00 2 0.00 0.0000
2021-04-30 2021-03-31 13F UMB FINL CORP COM Stock 902788108 26 -78 -75.00 2 -71.43 0.0000
2021-01-25 2020-12-31 13F UMB FINL CORP COM Stock 902788108 104 0 0.00 7 40.00 0.0003
2020-10-29 2020-09-30 13F UMB FINL CORP COM Stock 902788108 104 18 20.93 5 25.00 0.0003
2020-08-05 2020-06-30 13F UMB FINL CORP COM Stock 902788108 86 -10 -10.42 4 0.00 0.0003
2020-05-12 2020-03-31 13F UMB FINL CORP COM Stock 902788108 96 -18 -15.79 4 -50.00 0.0004
2020-01-17 2019-12-31 13F UMB FINL CORP COM Stock 902788108 114 -9 -7.32 8 -11.11 0.0006
2019-11-07 2019-09-30 13F UMB FINL CORP COM Stock 902788108 123 123 9 0.0006
2019-05-15 2019-03-31 13F UMB FINL CORP COM Stock 902788108 0 -173 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 UMB FINL CORP COM Stock 902788108 173 -86 -33.20 10 -44.44 0.0006
2019-01-23 2018-12-31 13F UMB FINL CORP COM Stock 902788108 173 -86 10 0.0006
2019-06-03 2018-09-30 13F/A-9 UMB FINL CORP COM Stock 902788108 259 1 0.39 18 -10.00 0.0007
2018-10-25 2018-09-30 13F UMB FINL CORP COM Stock 902788108 259 1 18 0.0007
2019-06-03 2018-06-30 13F/A-8 UMB FINL CORP COM Stock 902788108 258 86 50.00 20 66.67 0.0008
2018-08-07 2018-06-30 13F UMB FINL CORP COM Stock 902788108 258 86 20
2019-06-03 2018-03-31 13F/A-7 UMB FINL CORP COM Stock 902788108 172 0 0.00 12 0.00 0.0005
2018-05-09 2018-03-31 13F UMB FINL CORP COM Stock 902788108 172 0 12
2019-06-03 2017-12-31 13F/A-6 UMB FINL CORP COM Stock 902788108 172 43 33.33 12 20.00 0.0005
2018-01-24 2017-12-31 13F UMB FINL CORP COM Stock 902788108 172 43 12
2017-10-30 2017-09-30 13F UMB FINL CORP COM Stock 902788108 129 55 74.32 10 66.67 0.0004
2019-06-03 2017-06-30 13F/A-5 UMB FINL CORP COM Stock 902788108 74 0 0.00 6 0.00 0.0003
2017-07-31 2017-06-30 13F UMB FINL CORP COM Stock 902788108 74 0 6
2019-06-03 2017-03-31 13F/A-4 UMB FINL CORP COM Stock 902788108 74 0 0.00 6 0.00 0.0003
2017-04-26 2017-03-31 13F UMB FINL CORP COM Stock 902788108 74 0 6
2019-06-03 2016-12-31 13F/A-3 UMB FINL CORP COM Stock 902788108 74 0 0.00 6 50.00 0.0003
2017-02-14 2016-12-31 13F UMB FINL CORP COM Stock 902788108 74 0 6
2016-11-04 2016-09-30 13F UMB FINL CORP COM Stock 902788108 74 74 0.00 4 0.0002
2019-06-03 2016-06-30 13F/A-2 UMB FINL CORP COM Stock 902788108 0 -13 -100.00 0 -100.00
2016-05-02 2016-03-31 13F UMB FINL CORP COM Stock 902788108 13 0 0.00 1 0.00 0.0001
2016-02-11 2015-12-31 13F UMB FINL CORP COM Stock 902788108 13 13 1 0.0001
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.