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CAPTRUST FINANCIAL ADVISORS: UMBF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on UMBF, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 428,347 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 428,347 shares
    Change vs previous 13F -18,046 shares

    0.09% of the 13F portfolio, value $61,150,810.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 446,393 shares
    Change vs previous 13F -13,026 shares

    0.09% of the 13F portfolio, value $50,348,619.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 459,419 shares
    Change vs previous 13F -647 shares

    0.1% of the 13F portfolio, value $52,851,560.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 460,066 shares
    Change vs previous 13F -5,842 shares

    0.11% of the 13F portfolio, value $54,448,811.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 465,908 shares
    Change vs previous 13F -1,737 shares

    0.11% of the 13F portfolio, value $48,994,885.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 467,645 shares
    Change vs previous 13F +6,614 shares

    0.12% of the 13F portfolio, value $47,278,877.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 461,031 shares
    Change vs previous 13F +68,634 shares

    0.15% of the 13F portfolio, value $52,031,923.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 392,397 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $41,244,815.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).