# 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

- Issuer: UMB FINANCIAL    VAR PFD
- Class: Preferred
- CUSIP: 902788405
- Asset category: EP
- 13F holders: 3
- 13F value: $69K
- 13F period: 2026-06-30
- N-PORT fund positions: 13
- N-PORT value: $27.7M
- N-PORT report: 2026-05-29

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | INDIANAPOLIS, IN | $61K | 2,300 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $5K | 211 |
| First Command Advisory Services, Inc. | FORT WORTH, TX | $3K | 112 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| Flaherty & Crumrine Preferred and Income Securities Fund Incorporated | Flaherty & Crumrine Preferred & Income Securities Fund Inc | $5.5M | 65.52% |
| John Hancock Tax-Advantaged Dividend Income Fund | John Hancock Tax-Advantaged Dividend Income Fund | $4.5M | 46.10% |
| John Hancock Premium Dividend Fund | John Hancock Premium Dividend Fund | $3.6M | 49.14% |
| Flaherty & Crumrine Dynamic Preferred and Income Fund Incorporated | Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | $3.0M | 65.59% |
| John Hancock Preferred Income Fund III | John Hancock Preferred Income Fund III | $2.1M | 46.68% |
| John Hancock Preferred Income Fund | John Hancock Preferred Income Fund | $2.0M | 46.86% |
| [Destra Flaherty & Crumrine Preferred and Income Fund](https://search.stillhousedata.com/fund/S000055298) | Destra Investment Trust | $1.8M | 79.07% |
| John Hancock Preferred Income Fund II | John Hancock Preferred Income Fund II | $1.6M | 46.67% |
| Flaherty & Crumrine Total Return Fund Incorporated | Flaherty & Crumrine Total Return Fund Inc | $1.3M | 65.87% |
| Flaherty & Crumrine Preferred and Income Fund Incorporated | Flaherty & Crumrine Preferred & Income Fund Inc | $1.0M | 64.38% |
| Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated | Flaherty & Crumrine Preferred & Income Opportunity Fund Inc | $878K | 65.87% |
| Calamos Long/Short Equity & Dynamic Income Trust | Calamos Long/Short Equity & Dynamic Income Trust | $323K | 10.79% |
| CALAMOS STRATEGIC TOTAL RETURN FUND | CALAMOS STRATEGIC TOTAL RETURN FUND | $156K | 0.45% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/902788405.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.