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BOK Financial’s UMB Financial UMBF Stock Holding History

BOK Financial’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
-17
Closed -$1.79K – 1215
2025
Q2 		$1.79K Hold
17
– – ﹤0.01% 1050
2025
Q1 		$1.72K Buy
+17
New +$1.87K ﹤0.01% 1132
2024
Q3 		– Sell
-176
Closed -$14.7K – 1512
2024
Q2 		$14.7K Sell
176
-87
-33% -$7.13K ﹤0.01% 927
2024
Q1 		$22.2K Buy
+263
New +$21.4K ﹤0.01% 903
2018
Q2 		– Sell
-2,931
Closed -$212K – 965
2018
Q1 		$212K Buy
2,931
+7
+0.2% +$524 0.01% 847
2017
Q4 		$211K Sell
2,924
-30
-1% -$2.2K 0.01% 853
2017
Q3 		$220K Buy
+2,954
New +$207K 0.01% 855

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

BOK Financial's UMBF Position: Q3 2025 in Review

BOK Financial sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 17 shares — an estimated $1.79K sold.

BOK Financial first reported a position in UMBF in Q3 2017 and held it in 7 quarters. The position peaked at $220K in Q3 2017. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • BOK Financial reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • BOK Financial sold 17 UMB Financial shares in Q3 2025, an estimated $1.79K.
  • BOK Financial first reported a position in UMB Financial in Q3 2017 and held it in 7 quarters.
  • BOK Financial's UMB Financial position peaked at $220K in Q3 2017.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.