Gallagher Fiduciary Advisors, LLC

Position in UMBF — Umb Financial Corp

CIK 1527781 ROLLING MEADOWS, IL

Position in UMBF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$838,368

-$103,464 QoQ

Shares Held

7,433

-9.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Gallagher Fiduciary Advisors, LLC holds $9,690,886 across 16 Banks - Regional names. UMBF ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AROW	Arrow Financial Corp	25,695	$862,581
2	PRK	Park National Corp /Oh/	5,131	$838,661
3	UMBF	Umb Financial Corp This page	7,433	$838,368
4	BANF	Bancfirst Corp /Ok/	7,189	$780,006
5	VLY	Valley National Bancorp	61,092	$750,209
6	UBSI	United Bankshares Inc/Wv	15,654	$648,388
7	CBU	Community Financial System, Inc.	10,923	$640,633
8	EBC	Eastern Bankshares, Inc.	32,647	$638,575

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$838,368	7,433	-9.2%	Shares	Sole	2026-05-15
2025-12-31	$941,832	8,187	+7.5%	Shares	Sole	2026-02-17
2025-09-30	$901,235	7,615	+1.2%	Shares	Sole	2025-11-14
2025-06-30	$791,013	7,522	+22.8%	Shares	Sole	2025-08-14
2025-03-31	$619,035	6,123	+6.1%	Shares	Sole	2025-05-15
2024-12-31	$651,089	5,769	+17.7%	Shares	Sole	2025-02-14
2024-09-30	$515,249	4,902	+31.8%	Shares	Sole	2024-11-14
2024-06-30	$310,155	3,718	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.