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Alps Advisors Inc

SEC CIK
0001376113
Latest filing
Jul 29, 2026

UMBF holding history

Umb Financial Corp in every 13F filed by Alps Advisors Inc, 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)
4,530
Value
$646.7K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of UMBF by Alps Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,530$646.7K<0.1%+40+0.9%AddedHolders
Q1 20264,490$506.4K<0.1%+4,490NewHolders
Q3 20250$00.0%−3,563−100.0%Sold outHolders
Q2 20253,563$374.7K<0.1%+43+1.2%AddedHolders
Q1 20253,520$355.9K<0.1%+3,520NewHolders
Q3 20230$00.0%−4,119−100.0%Sold outHolders
Q2 20234,119$250.8K<0.1%+25+0.6%AddedHolders
Q1 20234,094$236.3K<0.1%+512+14.3%AddedHolders
Q4 20223,582$299.2K<0.1%−20−0.6%ReducedHolders
Q3 20223,602$304.0K<0.1%+3,602NewHolders
Q1 20220$00.0%−4,176−100.0%Sold outHolders
Q4 20214,176$443.0K<0.1%+54+1.3%AddedHolders
Q3 20214,122$399.0K<0.1%+550+15.4%AddedHolders
Q2 20213,572$332.0K<0.1%00.0%UnchangedHolders
Q1 20213,572$330.0K<0.1%––Holders

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