ANB Bank’s UMB Financial UMBF Stock Holding History

ANB Bank’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
2025 Q3	–	Sell	-2,060	Closed	-$217K	–	136
2025 Q2	$217K	Buy	+2,060	New	+$205K	0.1%	117
2025 Q1	–	Sell	-2,021	Closed	-$228K	–	125
2024 Q4	$228K	Buy	+2,021	New	+$234K	0.1%	108

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ANB Bank's UMBF Position: Q3 2025 in Review

ANB Bank sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 2,060 shares — an estimated $217K sold.

ANB Bank first reported a position in UMBF in Q4 2024 and held it in 2 quarters. The position peaked at $228K in Q4 2024. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

ANB Bank reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
ANB Bank sold 2,060 UMB Financial shares in Q3 2025, an estimated $217K.
ANB Bank first reported a position in UMB Financial in Q4 2024 and held it in 2 quarters.
ANB Bank's UMB Financial position peaked at $228K in Q4 2024.
404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on ANB Bank's 13F filing for Q3 2025, filed 23 Oct 2025.