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Disclosery

UMB Bank, n.a.: SOFI position timeline

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

UMB Bank, n.a. held 32,587 SOFI 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 32,587 shares
    Change vs previous 13F -53 shares

    0.01% of the 13F portfolio, value $584,285.

    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 32,640 shares
    Change vs previous 13F +191 shares

    0.01% of the 13F portfolio, value $518,323.

    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 32,449 shares
    Change vs previous 13F +1,337 shares

    0.01% of the 13F portfolio, value $849,515.

    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 31,112 shares
    Change vs previous 13F -2,079 shares

    0.01% of the 13F portfolio, value $821,979.

    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 33,191 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $604,408.

    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 33,155 shares
    Change vs previous 13F -7,489 shares

    0.01% of the 13F portfolio, value $385,593.

    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 40,644 shares
    Change vs previous 13F +9,407 shares

    0.01% of the 13F portfolio, value $625,918.

    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 31,237 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $245,523.

    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).