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SEI INVESTMENTS CO: UMBF position timeline

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

SEI INVESTMENTS CO held 226,487 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,487 shares
    Change vs previous 13F +35,784 shares

    0.03% of the 13F portfolio, value $32,333,382.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    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 190,703 shares
    Change vs previous 13F -3,769 shares

    0.02% of the 13F portfolio, value $21,509,684.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    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 194,472 shares
    Change vs previous 13F -5,002 shares

    0.02% of the 13F portfolio, value $22,374,553.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    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 199,474 shares
    Change vs previous 13F -27,246 shares

    0.03% of the 13F portfolio, value $23,608,270.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    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 226,720 shares
    Change vs previous 13F -144,088 shares

    0.03% of the 13F portfolio, value $23,842,291.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    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/A 370,808 shares
    Change vs previous 13F +117,639 shares

    0.05% of the 13F portfolio, value $37,488,854.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    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 253,169 shares
    Change vs previous 13F +12,206 shares

    0.04% of the 13F portfolio, value $28,572,650.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    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 240,963 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $25,328,175.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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