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NFJ INVESTMENT GROUP, LLC: UMBF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NFJ INVESTMENT GROUP, LLC on UMBF, newest first. How the timeline and the estimate are built.

NFJ INVESTMENT GROUP, LLC held 329,404 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 329,404 shares
    Change vs previous 13F +3,440 shares

    1.59% of the 13F portfolio, value $47,025,716.

    13F-HR 0001862664-26-000006 filed by NFJ INVESTMENT GROUP, LLC
    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 325,964 shares
    Change vs previous 13F -22,272 shares

    1.39% of the 13F portfolio, value $36,765,479.

    13F-HR 0001862664-26-000004 filed by NFJ INVESTMENT GROUP, LLC
    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 348,236 shares
    Change vs previous 13F -9,484 shares

    1.44% of the 13F portfolio, value $40,061,070.

    13F-HR 0001862664-26-000002 filed by NFJ INVESTMENT GROUP, LLC
    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 357,720 shares
    Change vs previous 13F +331,684 shares

    1.45% of the 13F portfolio, value $42,336,162.

    13F-HR 0001628280-25-052136 filed by NFJ INVESTMENT GROUP, LLC
    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 26,036 shares
    Change vs previous 13F -2,032 shares

    0.1% of the 13F portfolio, value $2,737,946.

    13F-HR 0001862664-25-000001 filed by NFJ INVESTMENT GROUP, LLC
    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 28,068 shares
    Change vs previous 13F -17,305 shares

    0.1% of the 13F portfolio, value $2,837,674.

    13F-HR 0000019481-25-000012 filed by NFJ INVESTMENT GROUP, LLC
    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 45,373 shares
    Change vs previous 13F -557 shares

    0.16% of the 13F portfolio, value $5,120,796.

    13F-HR 0001319111-25-000003 filed by NFJ INVESTMENT GROUP, LLC
    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 45,930 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,827,702.

    13F-HR 0001862664-24-000004 filed by NFJ INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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