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Blue Trust Inc’s UMB Financial UMBF Stock Holding History

Blue Trust Inc’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
Q2 		$5.14K Sell
36
-46
-56% -$5.91K ﹤0.01% 2019
2026
Q1 		$9.25K Buy
82
+9
+12% +$1.08K ﹤0.01% 1861
2025
Q4 		$8.4K Hold
73
– – ﹤0.01% 1901
2025
Q3 		$8.64K Sell
73
-503
-87% -$58K ﹤0.01% 1887
2025
Q2 		$60.6K Buy
576
+64
+13% +$6.38K ﹤0.01% 1281
2025
Q1 		$51.8K Buy
+512
New +$56.4K ﹤0.01% 1343
2024
Q4 		– Sell
-18
Closed -$1.5K – 2972
2024
Q3 		$1.5K Buy
18
+6
+50% +$585 ﹤0.01% 2634
2024
Q2 		$1.04K Buy
+12
New +$984 ﹤0.01% 2543

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Blue Trust Inc's UMBF Position: Q2 2026 in Review

Blue Trust Inc reduced its UMB Financial (UMBF) stake by 56% in Q2 2026, selling an estimated $5.91K and leaving 36 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Blue Trust Inc first reported a position in UMBF in Q2 2024 and has held it in 8 quarters since. The position peaked at $60.6K in Q2 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Blue Trust Inc held 36 shares of UMB Financial worth $5.14K as of Q2 2026.
  • Blue Trust Inc sold 46 UMB Financial shares in Q2 2026, an estimated $5.91K.
  • UMB Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2019 holding.
  • Blue Trust Inc first reported a position in UMB Financial in Q2 2024 and has held it in 8 quarters since.
  • Blue Trust Inc's UMB Financial position peaked at $60.6K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.