Question 1

How many shares of UMBF does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q1, MORGAN STANLEY holds 1M shares of UMBF (UMB FINL CORP).

Question 2

What is MORGAN STANLEY's UMBF position worth?

Accepted Answer

As of 2026-Q1, MORGAN STANLEY's UMBF position is worth $113.6M.

Question 3

Is MORGAN STANLEY buying or selling UMBF?

Accepted Answer

In 2026-Q1, MORGAN STANLEY increased their UMBF position (+23.3% change in shares).

Question 4

When did MORGAN STANLEY first buy UMBF?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in UMBF in 2024-Q2. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	1M	+23.3%	$113.6M	0.0%	$117.74	36
2025-Q4	Increased	816,382	+12.5%	$93.9M	0.0%	$116.68	34
2025-Q3	Increased	725,693	+31.0%	$85.9M	0.0%	$118.04	38
2025-Q2	Increased	553,808	+11.9%	$58.2M	0.0%	$105.27	33
2025-Q1	Increased	494,799	+32.6%	$50M	0.0%	$99.11	37
2024-Q4	Increased	373,132	+2.4%	$42.1M	0.0%	$111.41	30
2024-Q3	Decreased	364,492	-7.7%	$38.3M	0.0%	$102.25	0
2024-Q2	New	394,917	-	$32.9M	0.0%	$81.62	40

UMBF8 quarters

UMBF
8 quarters