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Equibles

UMB Bank, n.a.

Position in PFD — Flaherty & Crumrine Preferred & Income Fund Inc

CIK 933429 Kansas City, MO
Back to PFD Full portfolio

Position in PFD

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,004,517
+$38,867 QoQ
Shares Held
86,373
0.0% QoQ
Ownership
0.672%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 51 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PFD Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

UMB Bank, n.a. holds $88,626,996 across 67 Asset Management names. PFD ranks #12 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 38,202 $36,733,515
2 APO
Apollo Global Management, Inc.
 113,234 $13,396,713
3 BX
Blackstone Inc.
 55,332 $6,510,916
4 TY
TRI-CONTINENTAL Corp
 163,808 $5,638,271
5 ADX
Adams Diversified Equity Fund, Inc.
 192,516 $4,918,783
6 BXSL
Blackstone Secured Lending Fund
 87,262 $2,068,982
7 AMP
Ameriprise Financial Inc
 3,641 $1,670,345
8 ARCC
Ares Capital Corp
 76,673 $1,420,750

All Filings in PFD

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,004,517 86,373
2026-03-31 $965,650 86,373
2025-12-31 $1,025,247 86,373
2025-09-30 $1,038,203 86,373
2025-06-30 $976,878 86,373
2025-03-31 $969,105 86,373
2024-12-31 $970,832 86,373
2022-12-31 $11,110 1,000
2022-09-30 $21,220 2,000
2022-06-30 $25,100 2,000
2022-03-31 $27,720 2,000
2021-12-31 $57,750 3,300