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Disclosery

UMB Bank, n.a.: PSX position timeline

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

UMB Bank, n.a. held 28,711 PSX 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 28,711 shares
    Change vs previous 13F +120 shares

    0.06% of the 13F portfolio, value $4,853,594.

    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 28,591 shares
    Change vs previous 13F -1,835 shares

    0.07% of the 13F portfolio, value $5,208,709.

    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 30,426 shares
    Change vs previous 13F -5,715 shares

    0.05% of the 13F portfolio, value $3,926,171.

    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 36,141 shares
    Change vs previous 13F +53 shares

    0.07% of the 13F portfolio, value $4,915,899.

    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 36,088 shares
    Change vs previous 13F -1,418 shares

    0.07% of the 13F portfolio, value $4,305,299.

    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 37,506 shares
    Change vs previous 13F +571 shares

    0.08% of the 13F portfolio, value $4,631,241.

    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 36,935 shares
    Change vs previous 13F -2,496 shares

    0.07% of the 13F portfolio, value $4,208,004.

    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 39,431 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,183,205.

    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).