Number of Shares
102,574.00
Current Holdings Value*
$9.70 Mil
% of Portfolio
6.82%
Total Estimate Gain
$6.98 Mil
% of Total Estimate Gain
49.39%

THIRD AVENUE SMALL-CAP VALUE FUND's UMB Financial Corp Holding Summary

As of 2025-04-30, THIRD AVENUE TRUST held 102,574.00 shares of UMB Financial Corp(UMBF), totaling $9.70 Mil. This investment constitutes 6.82% of their stock portfolio, and THIRD AVENUE TRUST now holds 0.14% of the outstanding UMB Financial Corp(UMBF) stock.

The initial trade took place in 2019Q4. And since then THIRD AVENUE SMALL-CAP VALUE FUND has made 4 purchases of UMBF, at an average price of $61.56, for a total of 229,461.00 shares. In addition, there have been 4 sales at an average price of $77.60 for 126,887.00 shares. Based on historical transaction data and UMBF's current price of $109.73, THIRD AVENUE SMALL-CAP VALUE FUND's estimated gain on his UMBF holdings is $6.98 Mil, reflecting a 49.39% gain to date.

THIRD AVENUE SMALL-CAP VALUE FUND UMBF ($109.73) Holding Chart

THIRD AVENUE SMALL-CAP VALUE FUND UMBF ($109.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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