Bessemer Group
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Bessemer Group’s UMB Financial UMBF Stock Holding History

Bessemer Group’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 		$31.7M Buy
281,238
+280,785
+61,983% +$33.8M 0.05% 227
2025
Q4 		$52K Buy
453
+33
+8% +$3.74K ﹤0.01% 1636
2025
Q3 		$50K Buy
420
+177
+73% +$20.4K ﹤0.01% 1436
2025
Q2 		$26K Sell
243
-39
-14% -$3.89K ﹤0.01% 1495
2025
Q1 		$29K Buy
282
+104
+58% +$11.5K ﹤0.01% 1421
2024
Q4 		$20K Buy
178
+51
+40% +$5.9K ﹤0.01% 1528
2024
Q3 		$13K Buy
127
+84
+195% +$8.19K ﹤0.01% 1608
2024
Q2 		$4K Hold
43
– – ﹤0.01% 1792
2024
Q1 		$4K Hold
43
– – ﹤0.01% 1798
2023
Q4 		$4K Hold
43
– – ﹤0.01% 1854
2023
Q3 		$3K Buy
43
+9
+26% +$585 ﹤0.01% 1913
2023
Q2 		$2K Buy
+34
New +$2.03K ﹤0.01% 2085
2019
Q1 		– Sell
-4,678
Closed -$285K – 1976
2018
Q4 		$285K Buy
+4,678
New +$303K ﹤0.01% 891
2016
Q4 		– Sell
-30
Closed -$2K – 2058
2016
Q3 		$2K Buy
+30
New +$1.72K ﹤0.01% 1743
2014
Q4 		– Sell
-2,310
Closed -$126K – 1555
2014
Q3 		$126K Buy
+2,310
New +$133K ﹤0.01% 738

Other funds holding UMBF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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