UMB FINANCIAL VAR PFD Preferred

UMB FINANCIAL VAR PFD Preferred is a security (CUSIP 902788405) tracked across SEC portfolio filings. 3 institutional managers reported $69K on Form 13F as of 2026-06-30; 13 registered fund positions totaling $27.7M via N-PORT as of 2026-05-29.

Summary

Top institutional holders (Form 13F)

ManagerLocationValueShares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.INDIANAPOLIS, IN$61K2,300
PNC Financial Services Group, Inc.Pittsburgh, PA$5K211
First Command Advisory Services, Inc.FORT WORTH, TX$3K112

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Flaherty & Crumrine Preferred and Income Securities Fund IncorporatedFlaherty & Crumrine Preferred & Income Securities Fund Inc$5.5M65.52%
John Hancock Tax-Advantaged Dividend Income FundJohn Hancock Tax-Advantaged Dividend Income Fund$4.5M46.10%
John Hancock Premium Dividend FundJohn Hancock Premium Dividend Fund$3.6M49.14%
Flaherty & Crumrine Dynamic Preferred and Income Fund IncorporatedFlaherty & Crumrine Dynamic Preferred & Income Fund Inc$3.0M65.59%
John Hancock Preferred Income Fund IIIJohn Hancock Preferred Income Fund III$2.1M46.68%
John Hancock Preferred Income FundJohn Hancock Preferred Income Fund$2.0M46.86%
Destra Flaherty & Crumrine Preferred and Income FundDestra Investment Trust$1.8M79.07%
John Hancock Preferred Income Fund IIJohn Hancock Preferred Income Fund II$1.6M46.67%
Flaherty & Crumrine Total Return Fund IncorporatedFlaherty & Crumrine Total Return Fund Inc$1.3M65.87%
Flaherty & Crumrine Preferred and Income Fund IncorporatedFlaherty & Crumrine Preferred & Income Fund Inc$1.0M64.38%
Flaherty & Crumrine Preferred and Income Opportunity Fund IncorporatedFlaherty & Crumrine Preferred & Income Opportunity Fund Inc$878K65.87%
Calamos Long/Short Equity & Dynamic Income TrustCalamos Long/Short Equity & Dynamic Income Trust$323K10.79%
CALAMOS STRATEGIC TOTAL RETURN FUNDCALAMOS STRATEGIC TOTAL RETURN FUND$156K0.45%

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