UMBF — Umb Finl Corp 机构持仓 · 2026年Q3
谁持有 Umb Finl Corp(UMBF)?2026年Q3(报告期截至 2026-09-30)共有 17 家机构在 SEC 13F 申报中报告持有,合计 5,769.22 万美元。前几大持有机构:Congress Asset Management Co(4,750.00 万美元)、Friday Financial(360.00 万美元)、Artemis Investment Management LLP(180.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $47.5M | 365,186 | 减持 |
| 2 | Friday Financial | $3.6M | 27,532 | 增持 |
| 3 | Artemis Investment Management LLP | $1.8M | 14,161 | 增持 |
| 4 | Farther Finance Advisors, LLC | $1.8M | 13,703 | 增持 |
| 5 | ATWOOD & PALMER INC | $1.2M | 9,166 | 持平 |
| 6 | FIRST COMMUNITY TRUST NA | $413,432 | 3,180 | 持平 |
| 7 | Whalen Wealth Management Inc. | $380,149 | 2,924 | 减持 |
| 8 | GAMMA Investing LLC | $268,731 | 2,067 | 增持 |
| 9 | Acropolis Investment Management, LLC | $193,975 | 1,492 | 持平 |
| 10 | Versant Capital Management, Inc | $170,443 | 1,311 | 增持 |
| 11 | GoalVest Advisory LLC | $112,459 | 865 | 减持 |
| 12 | Marquette Asset Management, LLC | $107,389 | 826 | 持平 |
| 13 | Trust Co | $87,107 | 670 | 持平 |
| 14 | GK Wealth Management LLC | $79,315 | 610 | 新建仓 |
| 15 | MassMutual Private Wealth & Trust, FSB | $12,741 | 98 | 减持 |
| 16 | Planning Strategies Inc. | $910 | 7 | 增持 |
| 17 | Monument Capital Management | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30