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UMBF icon

AlphaQuest’s UMB Financial UMBF Stock Holding History

AlphaQuest’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,175
Closed -$135K – 1978
2025
Q4 		$135K Sell
1,175
-455
-28% -$51.5K 0.01% 1622
2025
Q3 		$193K Buy
1,630
+456
+39% +$52.6K 0.01% 1424
2025
Q2 		$123K Hold
1,174
– – 0.01% 1360
2025
Q1 		$119K Sell
1,174
-25,241
-96% -$2.78M 0.01% 1238
2024
Q4 		$2.98M Buy
26,415
+9,382
+55% +$1.08M 0.4% 15
2024
Q3 		$1.79M Sell
17,033
-751
-4% -$73.2K 0.16% 176
2024
Q2 		$1.48M Buy
17,784
+10,498
+144% +$861K 0.2% 152
2024
Q1 		$634K Sell
7,286
-9,652
-57% -$785K 0.11% 306
2023
Q4 		$1.42M Buy
+16,938
New +$1.19M 0.3% 70

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AlphaQuest's UMBF Position: Q1 2026 in Review

AlphaQuest sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 1,175 shares — an estimated $135K sold.

AlphaQuest first reported a position in UMBF in Q4 2023 and held it in 9 quarters. The position peaked at $2.98M in Q4 2024. 453 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • AlphaQuest reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 1,175 UMB Financial shares in Q1 2026, an estimated $135K.
  • AlphaQuest first reported a position in UMB Financial in Q4 2023 and held it in 9 quarters.
  • AlphaQuest's UMB Financial position peaked at $2.98M in Q4 2024.
  • 453 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.