Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  UMB Financial Corp. (UMBF)
← All UMBF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 78,245 1.43 $112.79 $8,825,254 SEC
2025   Q4 78,245 1.64 Reduce 19.76% 0.43 $110.02–136.11 · VW $120.67i $9,001,305 SEC
2025   Q3 97,518 2.17 Reduce 5.10% 0.11 $103.38–126.14 · VW $113.53i $11,536,379 SEC
2025   Q2 102,763 2.23 Reduce 0.03% <0.01 $98.16–124.20 · VW $114.75i $10,806,557 SEC
2025   Q1 102,796 2.08 $101.10 $10,392,676 SEC
2024   Q4 102,796 2.24 Reduce 7.30% 0.14 $105.81–128.80 · VW $114.98i $11,601,557 SEC
2024   Q3 110,896 1.91 Reduce 25.71% 0.55 $98.16–129.94 · VW $117.86i $11,656,279 SEC
2024   Q2 149,284 2.14 $83.42 $12,453,271 SEC
2024   Q1 149,284 2.07 $86.99 $12,986,215 SEC
2023   Q4 149,284 2.05 $83.55 $12,472,678 SEC
2023   Q3 149,284 1.54 $61.53 $9,185,445 SEC
2023   Q2 149,284 1.50 Reduce 0.09% <0.01 $56.00–72.91 · VW $64.04i $9,091,396 SEC
2023   Q1 149,423 1.47 Add 15.87% 0.20 $50.68–90.65 · VW $65.99i $8,624,696 SEC
2022   Q4 128,952 1.87 $83.52 $10,770,071 SEC
2022   Q3 128,952 2.14 $84.29 $10,870,000 SEC
2022   Q2 128,952 1.98 $86.10 $11,103,000 SEC
2022   Q1 128,952 1.71 Reduce 0.40% <0.01 $85.97–102.95 · VW $93.76i $12,529,000 SEC
2021   Q4 129,469 1.81 Reduce 11.41% 0.22 $94.52–112.24 · VW $102.87i $13,738,000 SEC
2021   Q3 146,136 1.90 $96.71 $14,133,000 SEC
2021   Q2 146,136 1.80 $93.06 $13,600,000 SEC
2021   Q1 146,136 1.78 $92.33 $13,493,000 SEC
2020   Q4 146,136 1.41 Add 0.04% <0.01 $66.68–88.61 · VW $79.89i $10,082,000 SEC
2020   Q3 146,079 1.00 Reduce 15.82% 0.20 $45.87–72.76 · VW $62.21i $7,160,000 SEC
2020   Q2 173,524 1.25 Add 18.64% 0.20 $43.79–62.65 · VW $53.39i $8,946,000 SEC
2020   Q1 146,261 1.00 Add 10.67% 0.10 $39.47–62.03 · VW $50.93i $6,784,000 SEC
2019   Q4 132,155 0.90 Add 8.52% 0.07 $57.36–70.26 · VW $61.92i $9,072,000 SEC
2019   Q3 121,780 0.71 Reduce 19.26% 0.16 $60.51–68.48 · VW $65.42i $7,865,000 SEC
2019   Q2 150,823 0.83 $65.83 $9,928,000 SEC
2019   Q1 150,823 0.82 $70.65 $10,656,000 SEC
2018   Q4 150,823 0.75 Add 34.83% 0.19 $57.90–69.69 · VW $65.47i $9,196,000 SEC
2018   Q3 111,865 0.45 Add 37.07% 0.12 $57.00–76.38 · VW $67.02i $7,932,000 SEC
2018   Q2 81,612 0.31 Add 0.27% <0.01 $70.48–82.14 · VW $75.95i $6,222,000 SEC
2018   Q1 81,391 0.30 $72.39 $5,892,000 SEC
2017   Q4 81,391 0.28 $71.92 $5,854,000 SEC
2017   Q3 81,391 0.28 $74.49 $6,063,000 SEC
2017   Q2 81,391 0.28 Reduce 15.82% 0.05 $65.14–77.49 · VW $69.92i $6,093,000 SEC
2017   Q1 96,691 0.34 Reduce 24.34% 0.11 $66.51–81.55 · VW $72.70i $7,282,000 SEC
2016   Q4 127,791 0.46 Reduce 9.99% 0.04 $71.59–81.11 · VW $77.17i $9,855,000 SEC
2016   Q3 141,973 0.40 $59.45 $8,440,000 SEC
2016   Q2 141,973 0.35 Reduce 5.52% 0.02 $48.87–61.24 · VW $56.97i $7,554,000 SEC
2016   Q1 150,273 0.31 Reduce 6.00% 0.02 $48.49–58.32 · VW $54.79i $7,759,000 SEC
2015   Q4 159,873 0.25 $46.55 $7,442,000 SEC
2015   Q3 159,873 0.23 $50.81 $8,123,000 SEC
2015   Q2 159,873 0.24 $57.02 $9,116,000 SEC
2015   Q1 159,873 0.22 Add 3.01% <0.01 $49.41–54.19 · VW $51.80i $8,456,000 SEC
2014   Q4 155,202 0.24 Reduce 68.05% 0.40 $47.26–59.00 · VW $52.60i $8,829,000 SEC
2014   Q3 485,695 0.59 $54.55 $26,495,000 SEC
2014   Q2 485,695 0.63 Reduce 3.61% 0.02 $54.59–65.30 · VW $59.21i $30,788,000 SEC
2014   Q1 503,860 0.67 Add 26.08% 0.14 $52.77–68.22 · VW $58.73i $32,600,000 SEC
2013   Q4 399,649 0.50 Add 4.67% 0.02 $56.15–68.27 · VW $62.25i $25,689,000 SEC
2013   Q3 381,800 0.42 Add 192.82% 0.28 $51.86–64.86 · VW $60.28i $20,747,000 SEC
2013   Q2 130,386 0.15 Buy 0.15 $51.34–62.20 · VW $57.76i $7,259,000 SEC
Price snapshot:
Current price$144.29
Avg. buy price$58.56
+/- since buy146.38%
52-week low$102.27
52-week high$146.90