Skip to main content

Larson Financial Group LLC

SEC CIK
0001731061
Latest filing
Aug 14, 2026

UMBF holding history

Umb Financial Corp in every 13F filed by Larson Financial Group 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)
149
Value
$21.3K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2023
Holdings of UMBF by Larson Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026149$21.3K<0.1%00.0%UnchangedHolders
Q1 2026149$16.8K<0.1%+10+7.2%AddedHolders
Q4 2025139$16.0K<0.1%−5−3.5%ReducedHolders
Q3 2025144$17.0K<0.1%+3+2.1%AddedHolders
Q2 2025141$14.8K<0.1%+1+0.7%AddedHolders
Q1 2025140$14.2K<0.1%+140NewHolders
Q4 20240$00.0%−205−100.0%Sold outHolders
Q3 2024205$21.6K<0.1%+1+0.5%AddedHolders
Q2 2024204$17.1K<0.1%+1+0.5%AddedHolders
Q1 2024203$17.7K<0.1%00.0%UnchangedHolders
Q4 2023203$16.9K<0.1%+2+1.0%AddedHolders
Q3 2023201$12.5K<0.1%+1+0.5%AddedHolders
Q2 2023200$12.2K<0.1%00.0%UnchangedHolders
Q1 2023200$11.5K<0.1%+200NewHolders