Public record / Tickers / UMBF

UMBF — UMB FINANCIAL CORP†

Both disclosure regimes on one name: who in Congress filed about UMBF, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming UMBF
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-14
filed 2025-05-14
13F holders
362
top-362 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $15.0K–$50.0K

SELL · traded 2016-02-01 → filed 2016-03-03. Ranked over every UMBF row by the provable lower bound, never a point estimate.

No member disclosed UMBF in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UMBF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UMBF
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-14Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2024-06-08Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 05-22 +17d$1K–$15K
2024-01-07Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 2023-12-20 +18d$1K–$15K
2016-03-03Thomas MacArthur R–NJ-3SELL JT (jointly owned)Traded 02-01 +31d$15K–$50K
2016-02-06Thomas MacArthur R–NJ-3BUY JT (jointly owned)Traded 01-19 +18d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in UMBF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed UMBF in the trailing 12 months.

Congress ↔ notable managers · UMBF

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · UMB FINL CORP

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of UMBF for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2UMB Bank, n.a.$533M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$467M1
4STATE STREET CORP$451M1
5VANGUARD CAPITAL MANAGEMENT LLC$350M1
6DIMENSIONAL FUND ADVISORS LP$328M1
7WELLINGTON MANAGEMENT GROUP LLP$305M1
8FMR LLC$273M1
9Allspring Global Investments Holdings, LLC$156M1
10AMERICAN CENTURY COMPANIES INC$152M1
11EARNEST PARTNERS LLC$144M1
12ALLIANCEBERNSTEIN L.P.$140M1
13CITADEL ADVISORS LLC$121M1
14MORGAN STANLEY$114M1
15VICTORY CAPITAL MANAGEMENT INC$110M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$109M1
17FIRST TRUST ADVISORS LP$101M1
18NORTHERN TRUST CORP$99.3M1
19PRINCIPAL FINANCIAL GROUP INC$80.4M1
20BANK OF AMERICA CORP /DE/$78.4M1
21Global Alpha Capital Management Ltd.$74.3M1
22Nuveen, LLC$74.0M1
23JOHNSON INVESTMENT COUNSEL INC$54.5M1
24VANGUARD FIDUCIARY TRUST CO$52.2M1
25MASSACHUSETTS FINANCIAL SERVICES CO /MA/$38.3M1
26NFJ INVESTMENT GROUP, LLC$36.8M1
27FRANKLIN RESOURCES INC$35.4M1
28SCHRODER INVESTMENT MANAGEMENT GROUP$35.4M1
29UBS Group AG$33.0M1
30RAYMOND JAMES FINANCIAL INC$32.2M1
31Invesco Ltd.$30.9M1
32Qube Research & Technologies Ltd$30.1M1
33Fisher Asset Management, LLC$27.3M1
34Stieven Capital Advisors, L.P.$25.8M1
35ProShare Advisors LLC$24.3M1
36SEI INVESTMENTS CO$21.5M1
37AQR CAPITAL MANAGEMENT LLC$21.5M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$21.1M1
39WCM INVESTMENT MANAGEMENT, LLC$19.6M1
40FEDERATED HERMES, INC.$19.3M1
41Powszechne Towarzystwo Emerytalne Allianz Polska S.A.$19.2M1
42ADAGE CAPITAL PARTNERS GP, L.L.C.$18.1M1
43MILLENNIUM MANAGEMENT LLC$18.0M1
44Swiss National Bank$16.9M1
45Gator Capital Management, LLC$16.4M1
46WELLS FARGO & COMPANY/MN$15.6M1
47WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$15.1M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.0M1
49ENVESTNET ASSET MANAGEMENT INC$14.9M1
50Ceredex Value Advisors LLC$14.8M1
51STATE OF WISCONSIN INVESTMENT BOARD$13.1M1
52Creative Planning$11.9M1
53MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$11.0M1
54Legal & General Group Plc$11.0M1
55Retirement Systems of Alabama$9.9M1
56BARCLAYS PLC$9.1M1
57DEUTSCHE BANK AG\$9.1M1
58Squarepoint Ops LLC$8.7M1
59FIL Ltd$8.6M1
60VANGUARD ASSET MANAGEMENT, Ltd$7.9M1
61Jain Global LLC$7.9M1
62MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.8M1
63Edgestream Partners, L.P.$7.4M1
64Karl Kapital LLC$7.0M1
65TWO SIGMA INVESTMENTS, LP$7.0M1
66JANE STREET GROUP, LLC$6.9M1
67Vest Financial, LLC$6.9M1
68RENAISSANCE TECHNOLOGIES LLC$6.7M1
69KING LUTHER CAPITAL MANAGEMENT CORP$6.7M1
70NICOLET BANKSHARES INC$6.3M1
71SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.1M1
72BROWN ADVISORY INC$6.0M1
73Triveni Capital Investments LP$5.7M1
74Freestone Grove Partners LP$5.7M1
75GHP Investment Advisors, Inc.$5.5M1
76Midwest Trust Co$5.5M1
77OSAIC HOLDINGS, INC.$5.4M1
78CITIGROUP INC$5.4M1
79Holocene Advisors, LP$5.2M1
80Point72 Asset Management, L.P.$5.1M1
81OPPENHEIMER ASSET MANAGEMENT INC.$5.0M1
82FJ Capital Management LLC$4.9M1
83BRANT POINT INVESTMENT MANAGEMENT LLC$4.9M1
84Petiole USA ltd$4.8M1
85Rafferty Asset Management, LLC$4.7M1
86MALTESE CAPITAL MANAGEMENT LLC$4.4M1
87B. Metzler seel. Sohn & Co. AG$4.3M1
88Vanguard Global Advisers, LLC$4.3M1
89PRUDENTIAL PLC$4.2M1
90LPL Financial LLC$4.0M1
91Mariner, LLC$4.0M1
92Verition Fund Management LLC$3.9M1
93Federation des caisses Desjardins du Quebec$3.9M1
94MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.8M1
95Phocas Financial Corp.$3.8M1
96ExodusPoint Capital Management, LP$3.8M1
97Janus Henderson Group Ltd.$3.7M1
98Universal- Beteiligungs- und Servicegesellschaft mbH$3.5M1
99FIFTH THIRD BANCORP$3.4M1
100COMMERCE BANK$3.3M1
101Brevan Howard Capital Management LP$3.2M1
102SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$3.2M1
103Quantinno Capital Management LP$3.2M1
104Zurcher Kantonalbank (Zurich Cantonalbank)$3.2M1
105Focus Partners Advisor Solutions, LLC$3.2M1
106Friday Financial$2.9M1
107D. E. Shaw & Co., Inc.$2.8M1
108Pathstone Holdings, LLC$2.7M1
109Cerity Partners LLC$2.6M1
110Susquehanna Portfolio Strategies, LLC$2.6M1
111Ensign Peak Advisors, Inc$2.5M1
112Elizabeth Park Capital Advisors, Ltd.$2.5M1
113GUGGENHEIM CAPITAL LLC$2.4M1
114STIFEL FINANCIAL CORP$2.4M1
115Bayview Asset Management, LLC$2.4M1
116Arizona State Retirement System$2.4M1
117State of New Jersey Common Pension Fund D$2.3M1
118Allianz Asset Management GmbH$2.3M1
119Vanguard Investments Australia, Ltd.$2.3M1
120BOOTHBAY FUND MANAGEMENT, LLC$2.3M1
121PICTON MAHONEY ASSET MANAGEMENT$2.2M1
122FIRST NATIONAL BANK OF OMAHA$2.2M1
123Paragon Capital Management LLC$2.2M1
124Ameritas Investment Partners, Inc.$2.2M1
125ROYAL BANK OF CANADA$2.1M1
126OLD NATIONAL BANCORP /IN/$2.0M1
127COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
128QUADRANT CAPITAL GROUP LLC$2.0M1
129INTECH INVESTMENT MANAGEMENT LLC$2.0M1
130STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
131Y-Intercept (Hong Kong) Ltd$1.9M1
132NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
133Atria Investments, Inc$1.7M1
134Interval Partners, LP$1.7M1
135OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
136CWM, LLC$1.6M1
137PRUDENTIAL FINANCIAL INC$1.6M1
138US BANCORP \DE\$1.5M1
139Angel Oak Capital Advisors, LLC$1.5M1
140HSBC HOLDINGS PLC$1.5M1
141Orion Porfolio Solutions, LLC$1.4M1
142Steele Capital Management, Inc.$1.4M1
143VOYA INVESTMENT MANAGEMENT LLC$1.4M1
144Pictet Asset Management Holding SA$1.4M1
145Vanguard Personalized Indexing Management, LLC$1.4M1
146Cetera Investment Advisers$1.3M1
147HANCOCK WHITNEY CORP$1.3M1
148BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.2M1
149SJS Investment Consulting Inc.$1.2M1
150ATWOOD & PALMER INC$1.2M1
151Fourthstone LLC$1.2M1
152NewEdge Advisors, LLC$1.2M1
153XPONANCE LLC$1.2M1
154O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M1
155STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.1M1
156IEQ CAPITAL, LLC$1.0M1
157Accredited Investors Inc.$957K1
158IHT Wealth Management, LLC$945K1
159CHOREO, LLC$944K1
160TRUIST FINANCIAL CORP$913K1
161Focus Partners Wealth$878K1
162Envestnet Portfolio Solutions, Inc.$863K1
163BANK OF MONTREAL /CAN/$857K1
164TEACHER RETIREMENT SYSTEM OF TEXAS$838K1
165Gallagher Fiduciary Advisors, LLC$838K1
166KAVAR CAPITAL PARTNERS GROUP, LLC$835K1
167PMC FIG Opportunities LLC$824K1
168FIRST CITIZENS BANK & TRUST CO$820K1
169CIBC Bancorp USA Inc.$790K1
170M&T BANK CORP$770K1
171Gerber Kawasaki Wealth & Investment Management$765K1
172Brooklyn Investment Group$750K1
173MARTINGALE ASSET MANAGEMENT L P$734K1
174Cambria Investment Management, L.P.$707K1
175FOX RUN MANAGEMENT, L.L.C.$705K1
176FIDUCIARY TRUST CO$701K1
177Man Group plc$698K1
178&PARTNERS$665K1
179KERR FINANCIAL PLANNING Corp$655K1
180HighTower Advisors, LLC$621K1
181EP Wealth Advisors, LLC$600K1
182SECURIAN ASSET MANAGEMENT, INC$594K1
183CenterBook Partners LP$588K1
184BALYASNY ASSET MANAGEMENT L.P.$577K1
185EVERGREEN CAPITAL MANAGEMENT LLC$575K1
186KEYBANK NATIONAL ASSOCIATION/OH$572K1
187Whelan Financial$565K1
188FAS Wealth Partners, Inc.$560K1
189Swiss Life Asset Management Ltd$554K1
190KLCM Advisors, Inc.$550K1
191iSAM Funds (UK) Ltd$548K1
192WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$513K1
193ALPS ADVISORS INC$506K1
194Merit Financial Group, LLC$491K1
195WealthPlan Investment Management, LLC$482K1
196Stembrook Asset Management, LLC$482K1
197SIGNATUREFD, LLC$479K1
198Sequoia Financial Advisors, LLC$478K1
199FARMERS & MERCHANTS INVESTMENTS INC$458K1
200JONES FINANCIAL COMPANIES LLLP$455K1
201Amundi$454K1
202COMMONWEALTH EQUITY SERVICES, LLC$444K1
203L. Roy Papp & Associates, LLP$440K1
204Tower Research Capital LLC (TRC)$430K1
205N.E.W. Advisory Services LLC$430K1
206SPIREPOINT PRIVATE CLIENT, LLC$423K1
207Whalen Wealth Management Inc.$422K1
208Abel Hall, LLC$406K1
209GTS SECURITIES LLC$403K1
210Rockefeller Capital Management L.P.$392K1
211PROFUND ADVISORS LLC$391K1
212Concurrent Investment Advisors, LLC$388K1
213Koesten, Hirschmann & Crabtree, INC.$382K1
214Vontobel Holding Ltd.$368K1
215OPPENHEIMER & CO INC$368K1
216Douglass Winthrop Advisors, LLC$367K1
217LexAurum Advisors, LLC$354K1
218MERCER GLOBAL ADVISORS INC /ADV$349K1
219Steward Partners Investment Advisory, LLC$349K1
220FLYWHEEL PRIVATE WEALTH LLC$338K1
221UNITED CAPITAL FINANCIAL ADVISORS, LLC$330K1
222Avantax Planning Partners, Inc.$329K1
223Persistent Asset Partners Ltd$325K1
224ELEVATION POINT WEALTH PARTNERS, LLC$324K1
225Ashton Thomas Private Wealth, LLC$322K1
226High Net Worth Advisory Group LLC$316K1
227MQS Management LLC$309K1
228Savant Capital, LLC$308K1
229First National Advisers, LLC$307K1
230Connor, Clark & Lunn Investment Management Ltd.$304K1
231Aprio Wealth Management, LLC$302K1
232ASSETMARK, INC$300K1
233CANADA PENSION PLAN INVESTMENT BOARD$293K1
234COLDSTREAM CAPITAL MANAGEMENT INC$289K1
235XTX Topco Ltd$289K1
236Moors & Cabot, Inc.$287K1
237PCM Encore, LLC$278K1
238MML INVESTORS SERVICES, LLC$278K1
239RMG Wealth Management LLC$275K1
240SHELTON CAPITAL MANAGEMENT$272K1
241Integrated Advisors Network LLC$272K1
242GREENLEAF TRUST$270K1
243Keating Financial Advisory Services, Inc.$268K1
244Beacon Pointe Advisors, LLC$264K1
245MACKENZIE FINANCIAL CORP$263K1
246OneDigital Investment Advisors LLC$259K1
247CTC Alternative Strategies, Ltd.$259K1
248Sanctuary Advisors, LLC$259K1
249CIBC Asset Management Inc$257K1
250First Affirmative Financial Network$256K1
2511832 Asset Management L.P.$256K1
252Equitable Holdings, Inc.$245K1
253Aptus Capital Advisors, LLC$243K1
254WINTON GROUP Ltd$239K1
255ETF Store, Inc.$232K1
256EXCHANGE TRADED CONCEPTS, LLC$232K1
257REGIONS FINANCIAL CORP$229K1
258PANAGORA ASSET MANAGEMENT INC$229K1
259GUARDIAN WEALTH ADVISORS, LLC / NC$228K1
260RITHOLTZ WEALTH MANAGEMENT$225K1
261Bridgewealth Advisory Group, LLC$219K1
262PINNEY & SCOFIELD, INC.$208K1
263JNBA Financial Advisors$208K1
264LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$201K1
265Elevated Capital Advisors, LLC$188K1
266State of Wyoming$172K1
267Acropolis Investment Management, LLC$167K1
268BNP Paribas Asset Management Holding S.A.$157K1
269MAI Capital Management$144K1
270Allworth Financial LP$128K1
271Hilltop National Bank$104K1
272NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$97.2K1
273Smartleaf Asset Management LLC$96.7K1
274Marquette Asset Management, LLC$93.2K1
275Clarity Asset Management, Inc.$73.4K1
276Eurizon Capital SGR S.p.A.$71.0K1
277Pinnacle Wealth Planning Services, Inc.$65.5K1
278Kemnay Advisory Services Inc.$42.9K1
279Hilton Head Capital Partners, LLC$41.2K1
280NOMURA ASSET MANAGEMENT CO LTD$33.8K1
281Wellington Grp LLC$33.7K1
282Bayforest Capital Ltd$33.5K1
283Mitsubishi UFJ Asset Management Co., Ltd.$30.0K1
284SIMPLEX TRADING, LLC$29.6K1
285Axiom Investment Management LLC$28.2K1
286Arax Advisory Partners$27.7K1
287CENTRAL TRUST Co$26.8K1
288MBM WEALTH CONSULTANTS, LLC$26.1K1
289Fairman Group, LLC$25.6K1
290Optiver Holding B.V.$25.5K1
291Acumen Wealth Advisors, LLC$17.9K1
292Larson Financial Group LLC$16.8K1
293Accent Capital Management, LLC$16.3K1
294Aquatic Capital Management LLC$12.5K1
295NATIXIS ADVISORS, LLC$11.8K1
296CVA Family Office, LLC$11.5K1
297Blue Trust, Inc.$9.2K1
298JFS WEALTH ADVISORS, LLC$8.8K1
299THRIVENT FINANCIAL FOR LUTHERANS$7.3K1
300Key FInancial Inc$7.1K1
301Quarry LP$5.6K1
302CANADA LIFE ASSURANCE Co$4.7K1
303Manchester Capital Management LLC$4.1K1
304Salomon & Ludwin, LLC$4.0K1
305Private Wealth Management Group, LLC$2.7K1
306JPL Wealth Management, LLC$2.6K1
307Parkside Financial Bank & Trust$2.5K1
308Bell Investment Advisors, Inc$2.5K1
309Sachetta, LLC$2.4K1
310WPG Advisers, LLC$2.1K1
311ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.9K1
312TD Capital Management LLC$1.9K1
313Spire Wealth Management$1.8K1
314True Wealth Design, LLC$1.6K1
315DiNuzzo Private Wealth, Inc.$1.5K1
316Physician Wealth Advisors, Inc.$1.4K1
317Rialto Wealth Management, LLC$1.4K1
318Annis Gardner Whiting Capital Advisors, LLC$1.2K1
319Clearstead Advisors, LLC$1.1K1
320State of Alaska, Department of Revenue$8041
321Vermillion Wealth Management, Inc.$5641
322Rakuten Securities, Inc.$5641
323HFM Investment Advisors, LLC$5641
324Prestige Wealth Management Group LLC$4531
325PARK AVENUE SECURITIES LLC$4411
326Vestcor Inc$4021
327KBC Group NV$2881
328TFC Financial Management, Inc.$1131
329Valued Wealth Advisors LLC$91
330Capital Advisors, Ltd. LLC$21
331Avion Wealth$21
332Activest Wealth Management$01
333VANGUARD GROUP INC— value not disclosed1
334HARBOUR INVESTMENTS, INC.— value not disclosed1
335COMERICA BANK— value not disclosed1
336CIBC WORLD MARKETS CORP— value not disclosed1
337BASSWOOD CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
338NATIXIS— value not disclosed1
339CIBC Private Wealth Group LLC— value not disclosed1
340NORGES BANK— value not disclosed1
341MidWestOne Financial Group, Inc.— value not disclosed1
342TWO SIGMA SECURITIES, LLC— value not disclosed1
343B. Riley Wealth Advisors, Inc.— value not disclosed1
344HRT FINANCIAL LP— value not disclosed1
345DRW Securities, LLC— value not disclosed1
346McIlrath & Eck, LLC— value not disclosed1
347Verdence Capital Advisors LLC— value not disclosed1
348DV Trading LLC— value not disclosed1
349Global Retirement Partners, LLC— value not disclosed1
350HHM Wealth Advisors, LLC— value not disclosed1
351Kestra Advisory Services, LLC— value not disclosed1
352AlphaQuest LLC— value not disclosed1
353Forum Financial Management, LP— value not disclosed1
354SageView Advisory Group, LLC— value not disclosed1
355Dunhill Financial, LLC— value not disclosed1
356Caitong International Asset Management Co., Ltd— value not disclosed1
357Nemes Rush Group LLC— value not disclosed1
358Turning Point Benefit Group, Inc.— value not disclosed1
359Optimize Financial Inc— value not disclosed1
360Fieldview Capital Management, LLC— value not disclosed1
361Wealth Watch Advisors, INC— value not disclosed1
362Aster Capital Management (DIFC) Ltd— value not disclosed1
Truncated by Public Filings. Every one of the 332 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on UMBF

RETAINED WINDOW · ACTIVE HITS

Zero hits on UMBF in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for UMBF · financials and macro

Financials — as filed PLANNED

UMBF's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: UMBF on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing