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Blueshift Asset Management’s UMB Financial UMBF Stock Holding History

Blueshift Asset Management’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
Q4 		– Sell
-1,706
Closed -$202K – 662
2025
Q3 		$202K Sell
1,706
-700
-29% -$80.7K 0.06% 398
2025
Q2 		$253K Buy
2,406
+401
+20% +$40K 0.08% 331
2025
Q1 		$203K Buy
+2,005
New +$221K 0.08% 345
2021
Q1 		– Sell
-4,181
Closed -$288K – 1082
2020
Q4 		$288K Buy
+4,181
New +$268K 0.03% 535

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.9B AUM 29.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Blueshift Asset Management's UMBF Position: Q4 2025 in Review

Blueshift Asset Management sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 1,706 shares — an estimated $202K sold.

Blueshift Asset Management first reported a position in UMBF in Q4 2020 and held it in 4 quarters. The position peaked at $288K in Q4 2020. 412 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Blueshift Asset Management reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
  • Blueshift Asset Management sold 1,706 UMB Financial shares in Q4 2025, an estimated $202K.
  • Blueshift Asset Management first reported a position in UMB Financial in Q4 2020 and held it in 4 quarters.
  • Blueshift Asset Management's UMB Financial position peaked at $288K in Q4 2020.
  • 412 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Blueshift Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.