Axa
UMBF icon

Axa’s UMB Financial UMBF Stock Holding History

Axa’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
-12,077
Closed -$1.27M – 963
2025
Q2 		$1.27M Sell
12,077
-54,696
-82% -$5.45M ﹤0.01% 844
2025
Q1 		$6.75M Buy
66,773
+7,764
+13% +$856K 0.02% 475
2024
Q4 		$6.66M Hold
59,009
– – 0.02% 467
2024
Q3 		$6.2M Buy
59,009
+39,546
+203% +$3.86M 0.02% 486
2024
Q2 		$1.62M Buy
19,463
+11,172
+135% +$916K ﹤0.01% 804
2024
Q1 		$721K Buy
+8,291
New +$674K ﹤0.01% 892
2023
Q2 		– Sell
-61,100
Closed -$3.53M – 1165
2023
Q1 		$3.53M Buy
61,100
+41,300
+209% +$3.36M 0.01% 648
2022
Q4 		$1.65M Buy
19,800
+12,600
+175% +$1.06M 0.01% 809
2022
Q3 		$607K Sell
7,200
-600
-8% -$54.3K ﹤0.01% 933
2022
Q2 		$672K Buy
+7,800
New +$707K ﹤0.01% 932

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Axa's UMBF Position: Q3 2025 in Review

Axa sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 12,077 shares — an estimated $1.27M sold.

Axa first reported a position in UMBF in Q2 2022 and held it in 10 quarters. The position peaked at $6.75M in Q1 2025. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Axa reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Axa sold 12,077 UMB Financial shares in Q3 2025, an estimated $1.27M.
  • Axa first reported a position in UMB Financial in Q2 2022 and held it in 10 quarters.
  • Axa's UMB Financial position peaked at $6.75M in Q1 2025.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.