SEC 13F Intelligence

Formula Growth Ltd / UMBF

Formula Growth Ltd’s Umb Finl Corp Position

Does Formula Growth Ltd own Umb Finl Corp (UMBF)? Not currently — the last reported position was 42.1K shares worth $5M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2024
Shares
42.1K
% of Portfolio
+1.61%
Quarters Held
1
position exited

Position History UMBF

Reported value by quarter
Q4 ’24: $5MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202442.1K$5M+1.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Formula Growth Ltd’s full portfolio or all institutional holders of UMBF.