Tracked funds
1Unique WSM-tracked managers; table rows may include common shares and optionsUMBF
Ticker case file
UMBF
UMB Financial Corp
American financial services and banking company
$126.35-2.20%NMS
Politicians active
1Recent transactions disclosed via House Clerk / Senate eFD13F notional
$73.3M2026-03-31Top conviction
0.06%max % across any fund's portfolioThis page is the WSM tracked universe, not market-wide ownership. 13F rows are quarterly snapshots, about 45 days delayed; PTR rows are event-based public disclosures.
13F filing
Funds holding this ticker
| Manager | 13F value | Conviction | Class | Option | Reported | SEC filing |
|---|---|---|---|---|---|---|
| ClearBridge Investments, LLCOther | $73.3M | 0.06% | SH | — | 2026-03-31 | SEC filing |
Politician
Politician PTR activity
| Public date | Politician | Action | Owner | Amount range | Filing |
|---|---|---|---|---|---|
| 2025-05-14 | Josh Gottheimer HouseholdD · NJ-05 | Sale (Partial) | Self | $1K–$15K | 20030338 |
Combined activity
13F filings + PTR transactions, newest first
- 13F filing2026-05-13ClearBridge Investments, LLC · $73.3M↗
- PTR2025-05-14Josh Gottheimer Household · Sale (Partial) · $1K–$15K↗
Often co-held with