Bank of Montreal’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $857K | Buy |
7,597
+547
| +8% | +$65.8K | ﹤0.01% | 2126 |
|
|
2025
Q4 | $811K | Sell |
7,050
-416
| -6% | -$47.1K | ﹤0.01% | 2089 |
|
|
2025
Q3 | $884K | Sell |
7,466
-969
| -11% | -$112K | ﹤0.01% | 2005 |
|
|
2025
Q2 | $887K | Sell |
8,435
-578
| -6% | -$57.6K | ﹤0.01% | 1969 |
|
|
2025
Q1 | $911K | Buy |
9,013
+2,743
| +44% | +$302K | ﹤0.01% | 1872 |
|
|
2024
Q4 | $708K | Buy |
6,270
+886
| +16% | +$102K | ﹤0.01% | 2049 |
|
|
2024
Q3 | $561K | Sell |
5,384
-62,418
| -92% | -$6.09M | ﹤0.01% | 2339 |
|
|
2024
Q2 | $5.66M | Buy |
67,802
+62,545
| +1,190% | +$5.13M | ﹤0.01% | 1216 |
|
|
2024
Q1 | $459K | Buy |
5,257
+128
| +2% | +$10.4K | ﹤0.01% | 2494 |
|
|
2023
Q4 | $434K | Buy |
5,129
+93
| +2% | +$6.54K | ﹤0.01% | 2603 |
|
|
2023
Q3 | $324K | Buy |
5,036
+221
| +5% | +$14.4K | ﹤0.01% | 2746 |
|
|
2023
Q2 | $307K | Sell |
4,815
-2,453
| -34% | -$146K | ﹤0.01% | 2928 |
|
|
2023
Q1 | $430K | Buy |
7,268
+395
| +6% | +$32.1K | ﹤0.01% | 2551 |
|
|
2022
Q4 | $579K | Buy |
6,873
+419
| +6% | +$35.2K | ﹤0.01% | 2527 |
|
|
2022
Q3 | $574 | Sell |
6,454
-32,114
| -83% | -$2.91M | ﹤0.01% | 2502 |
|
|
2022
Q2 | $3.44K | Buy |
38,568
+32,960
| +588% | +$2.99M | ﹤0.01% | 1616 |
|
|
2022
Q1 | $571K | Sell |
5,608
-5,142
| -48% | -$525K | ﹤0.01% | 2738 |
|
|
2021
Q4 | $1.16M | Buy |
10,750
+4,250
| +65% | +$438K | ﹤0.01% | 1851 |
|
|
2021
Q3 | $644K | Buy |
6,500
+221
| +4% | +$20.2K | ﹤0.01% | 2736 |
|
|
2021
Q2 | $598K | Buy |
6,279
+254
| +4% | +$24.1K | ﹤0.01% | 2743 |
|
|
2021
Q1 | $552K | Sell |
6,025
-9,673
| -62% | -$799K | ﹤0.01% | 2580 |
|
|
2020
Q4 | $1.18M | Buy |
15,698
+5,145
| +49% | +$330K | ﹤0.01% | 2125 |
|
|
2020
Q3 | $570K | Sell |
10,553
-1,137
| -10% | -$57.4K | ﹤0.01% | 2281 |
|
|
2020
Q2 | $515K | Buy |
11,690
+7,537
| +181% | +$369K | ﹤0.01% | 2249 |
|
|
2020
Q1 | $182K | Sell |
4,153
-9,471
| -70% | -$576K | ﹤0.01% | 2368 |
|
|
2019
Q4 | $935K | Buy |
13,624
+4,770
| +54% | +$317K | ﹤0.01% | 2316 |
|
|
2019
Q3 | $572K | Sell |
8,854
-235
| -3% | -$15.2K | ﹤0.01% | 2335 |
|
|
2019
Q2 | $598K | Buy |
9,089
+4,127
| +83% | +$272K | ﹤0.01% | 2321 |
|
|
2019
Q1 | $318K | Sell |
4,962
-858
| -15% | -$56.7K | ﹤0.01% | 2506 |
|
|
2018
Q4 | $355K | Buy |
5,820
+579
| +11% | +$37.5K | ﹤0.01% | 2321 |
|
|
2018
Q3 | $371K | Sell |
5,241
-109
| -2% | -$8.19K | ﹤0.01% | 2454 |
|
|
2018
Q2 | $407K | Buy |
5,350
+334
| +7% | +$25.7K | ﹤0.01% | 2423 |
|
|
2018
Q1 | $363K | Sell |
5,016
-94
| -2% | -$7.04K | ﹤0.01% | 2353 |
|
|
2017
Q4 | $368K | Buy |
5,110
+1,324
| +35% | +$97.3K | ﹤0.01% | 2424 |
|
|
2017
Q3 | $282K | Sell |
3,786
-110
| -3% | -$7.7K | ﹤0.01% | 2515 |
|
|
2017
Q2 | $291K | Sell |
3,896
-1,069
| -22% | -$78.2K | ﹤0.01% | 2479 |
|
|
2017
Q1 | $373K | Sell |
4,965
-8
| -0.2% | -$612 | ﹤0.01% | 2214 |
|
|
2016
Q4 | $378K | Buy |
4,973
+209
| +4% | +$14.5K | ﹤0.01% | 2226 |
|
|
2016
Q3 | $282K | Sell |
4,764
-150
| -3% | -$8.59K | ﹤0.01% | 2313 |
|
|
2016
Q2 | $261K | Sell |
4,914
-100
| -2% | -$5.43K | ﹤0.01% | 2343 |
|
|
2016
Q1 | $259K | Sell |
5,014
-306
| -6% | -$14.7K | ﹤0.01% | 2321 |
|
|
2015
Q4 | $248K | Buy |
5,320
+730
| +16% | +$36.8K | ﹤0.01% | 2295 |
|
|
2015
Q3 | $233K | Sell |
4,590
-293
| -6% | -$15.5K | ﹤0.01% | 2190 |
|
|
2015
Q2 | $278K | Buy |
4,883
+1,150
| +31% | +$61.8K | ﹤0.01% | 2260 |
|
|
2015
Q1 | $197K | Sell |
3,733
-1,473
| -28% | -$76.4K | ﹤0.01% | 2368 |
|
|
2014
Q4 | $295K | Hold |
5,206
| – | – | ﹤0.01% | 2315 |
|
|
2014
Q3 | $284K | Sell |
5,206
-1,154
| -18% | -$66.6K | ﹤0.01% | 2364 |
|
|
2014
Q2 | $402K | Buy |
6,360
+853
| +15% | +$50.9K | ﹤0.01% | 2201 |
|
|
2014
Q1 | $356K | Sell |
5,507
-40
| -0.7% | -$2.5K | ﹤0.01% | 2231 |
|
|
2013
Q4 | $356K | Sell |
5,547
-69
| -1% | -$4.19K | ﹤0.01% | 1972 |
|
|
2013
Q3 | $305K | Buy |
5,616
+885
| +19% | +$51.6K | ﹤0.01% | 2040 |
|
|
2013
Q2 | $264K | Buy |
+4,731
| New | +$241K | ﹤0.01% | 2057 |
|
Other funds holding UMBF
UB
VPM
VCM
Bank of Montreal's UMBF Position: Q1 2026 in Review
Bank of Montreal increased its UMB Financial (UMBF) stake by 7.8% in Q1 2026, buying an estimated $65.8K and bringing the position to 7,597 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.
Bank of Montreal first reported a position in UMBF in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.66M in Q2 2024. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.
- Bank of Montreal held 7,597 shares of UMB Financial worth $857K as of Q1 2026.
- Bank of Montreal bought 547 UMB Financial shares in Q1 2026, an estimated $65.8K.
- UMB Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2126 holding.
- Bank of Montreal first reported a position in UMB Financial in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's UMB Financial position peaked at $5.66M in Q2 2024.
- 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.