CI Private Wealth, LLC

SEC CIK: 0001948780
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

UMBF holding history

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

UMBF overview All 13F holders of UMBF Full Q2 2026 holdings

Shares (Q2 2026): 1,545
Value: $220.8K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2025

Holdings of UMBF by CI Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,545	$220.8K	<0.1%	+1,545	New	Holders
Q2 2025	0	$0	0.0%	−2,087−100.0%	Sold out	Holders
Q1 2025	2,087	$211.2K	<0.1%	+2,087	New	Holders