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UMB Bank, n.a.: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UMB Bank, n.a. on EFG, newest first. How the timeline and the estimate are built.

UMB Bank, n.a. held 271,262 EFG 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 271,262 shares
    Change vs previous 13F -10,661 shares

    0.43% of the 13F portfolio, value $33,750,418.

    13F-HR 0000933429-26-000033 filed by UMB Bank, n.a.
    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 281,923 shares
    Change vs previous 13F -7,741 shares

    0.44% of the 13F portfolio, value $31,397,765.

    13F-HR 0000933429-26-000030 filed by UMB Bank, n.a.
    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 289,664 shares
    Change vs previous 13F +286,813 shares

    0.44% of the 13F portfolio, value $32,998,523.

    13F-HR 0000933429-26-000014 filed by UMB Bank, n.a.
    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 2,851 shares
    Change vs previous 13F -257 shares

    <0.01% of the 13F portfolio, value $324,672.

    13F-HR 0000933429-25-000028 filed by UMB Bank, n.a.
    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/A 3,108 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $348,096.

    13F-HR/A 0000933429-25-000025 filed by UMB Bank, n.a.
    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 3,336 shares
    Change vs previous 13F -433 shares

    0.01% of the 13F portfolio, value $333,600.

    13F-HR 0000933429-25-000006 filed by UMB Bank, n.a.
    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 3,769 shares
    Change vs previous 13F -91 shares

    0.01% of the 13F portfolio, value $364,952.

    13F-HR 0000933429-25-000005 filed by UMB Bank, n.a.
    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 3,860 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $415,529.

    13F-HR 0000933429-24-000017 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

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