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Livermore
Livermore
ZHEN

Commonwealth Equity Services, LLC

SEC CIK
0000312272
Latest filing
Jul 29, 2026

UMBF holding history

Umb Financial Corp in every 13F filed by Commonwealth Equity Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UMBF overviewAll 13F holders of UMBFFull Q2 2026 holdings

Shares (Q2 2026)
5,263
Value
$751.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UMBF by Commonwealth Equity Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,263$751.4K<0.1%+1,326+33.7%AddedHolders
Q1 20263,937$444.0K<0.1%+29+0.7%AddedHolders
Q4 20253,908$449.6K<0.1%+129+3.4%AddedHolders
Q3 20253,779$447.0K<0.1%−608−13.9%ReducedHolders
Q2 20254,387$461.0K<0.1%+62+1.4%AddedHolders
Q1 20254,325$437.0K<0.1%+665+18.2%AddedHolders
Q4 20243,660$413.0K<0.1%+24+0.7%AddedHolders
Q3 20243,636$382.0K<0.1%−3,023−45.4%ReducedHolders
Q2 20246,659$556.0K<0.1%+2,538+61.6%AddedHolders
Q1 20244,121$359.0K<0.1%+396+10.6%AddedHolders
Q4 20233,725$311.0K<0.1%+12+0.3%AddedHolders
Q3 20233,713$230.0K<0.1%−3−0.1%ReducedHolders
Q2 20233,716$226.0K<0.1%−10.0%ReducedHolders
Q1 20233,717$214.0K<0.1%−44−1.2%ReducedHolders
Q4 20223,761$314.0K<0.1%−239−6.0%ReducedHolders
Q3 20224,000$337.0K<0.1%+1,366+51.9%AddedHolders
Q2 20222,634$226.0K<0.1%+6+0.2%AddedHolders
Q1 20222,628$255.0K<0.1%+4+0.2%AddedHolders
Q4 20212,624$278.0K<0.1%+3+0.1%AddedHolders
Q3 20212,621$253.0K<0.1%−121−4.4%ReducedHolders
Q2 20212,742$255.0K<0.1%−231−7.8%ReducedHolders
Q1 20212,973$274.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.