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Boston Trust Walden’s UMB Financial UMBF Stock Holding History

Boston Trust Walden’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 		$28.3M Sell
197,886
-10,117
-5% -$1.3M 0.22% 158
2026
Q1 		$23.5M Sell
208,003
-29,127
-12% -$3.51M 0.19% 166
2025
Q4 		$27.3M Sell
237,130
-15,792
-6% -$1.79M 0.21% 162
2025
Q3 		$29.9M Sell
252,922
-4,541
-2% -$523K 0.22% 159
2025
Q2 		$27.1M Sell
257,463
-5,468
-2% -$545K 0.19% 163
2025
Q1 		$26.6M Sell
262,931
-5,019
-2% -$553K 0.19% 164
2024
Q4 		$30.2M Sell
267,950
-4,612
-2% -$533K 0.21% 160
2024
Q3 		$28.6M Sell
272,562
-37,677
-12% -$3.67M 0.2% 163
2024
Q2 		$25.9M Sell
310,239
-377,983
-55% -$31M 0.19% 154
2024
Q1 		$59.9M Sell
688,222
-465
-0.1% -$37.8K 0.43% 84
2023
Q4 		$57.5M Buy
688,687
+4,677
+0.7% +$329K 0.43% 82
2023
Q3 		$42.4M Sell
684,010
-44,531
-6% -$2.89M 0.36% 103
2023
Q2 		$44.4M Sell
728,541
-7,890
-1% -$471K 0.36% 102
2023
Q1 		$42.5M Sell
736,431
-275,371
-27% -$22.4M 0.37% 100
2022
Q4 		$84.5M Sell
1,011,802
-5,202
-0.5% -$437K 0.74% 40
2022
Q3 		$85.7M Buy
1,017,004
+181,504
+22% +$16.4M 0.85% 26
2022
Q2 		$71.9M Buy
835,500
+12,904
+2% +$1.17M 0.68% 41
2022
Q1 		$79.9M Buy
822,596
+211,067
+35% +$21.5M 0.66% 42
2021
Q4 		$64.9M Buy
611,529
+789
+0.1% +$81.4K 0.52% 52
2021
Q3 		$59.1M Buy
610,740
+2,237
+0.4% +$204K 0.52% 57
2021
Q2 		$56.6M Buy
608,503
+10,808
+2% +$1.03M 0.5% 59
2021
Q1 		$55.2M Buy
597,695
+147,814
+33% +$12.2M 0.53% 57
2020
Q4 		$31M Sell
449,881
-3,120
-0.7% -$200K 0.33% 103
2020
Q3 		$22.2M Buy
453,001
+15,588
+4% +$787K 0.28% 126
2020
Q2 		$22.5M Buy
437,413
+31,249
+8% +$1.53M 0.3% 104
2020
Q1 		$18.8M Buy
406,164
+9,944
+3% +$605K 0.3% 105
2019
Q4 		$27.2M Buy
396,220
+6,308
+2% +$419K 0.32% 95
2019
Q3 		$25.2M Buy
389,912
+13,761
+4% +$889K 0.32% 95
2019
Q2 		$24.8M Sell
376,151
-4,002
-1% -$264K 0.32% 93
2019
Q1 		$24.3M Buy
380,153
+6,103
+2% +$403K 0.33% 87
2018
Q4 		$22.8M Sell
374,050
-7,304
-2% -$474K 0.36% 86
2018
Q3 		$27M Sell
381,354
-9,910
-3% -$744K 0.37% 83
2018
Q2 		$29.8M Buy
391,264
+76,313
+24% +$5.87M 0.44% 70
2018
Q1 		$22.8M Sell
314,951
-11,632
-4% -$871K 0.35% 88
2017
Q4 		$23.5M Sell
326,583
-10,517
-3% -$772K 0.34% 88
2017
Q3 		$25.1M Sell
337,100
-3,619
-1% -$253K 0.39% 77
2017
Q2 		$25.5M Sell
340,719
-69,779
-17% -$5.11M 0.41% 72
2017
Q1 		$30.9M Sell
410,498
-40,149
-9% -$3.07M 0.48% 68
2016
Q4 		$34.8M Sell
450,647
-125,660
-22% -$8.74M 0.55% 57
2016
Q3 		$34.3M Sell
576,307
-14,478
-2% -$829K 0.56% 52
2016
Q2 		$31.4M Sell
590,785
-4,122
-0.7% -$224K 0.54% 60
2016
Q1 		$30.7M Buy
594,907
+155,718
+35% +$7.48M 0.53% 57
2015
Q4 		$20.4M Sell
439,189
-109,811
-20% -$5.54M 0.38% 97
2015
Q3 		$27.9M Sell
549,000
-19,407
-3% -$1.02M 0.47% 71
2015
Q2 		$32.4M Buy
568,407
+122,262
+27% +$6.57M 0.49% 80
2015
Q1 		$23.6M Sell
446,145
-12,152
-3% -$630K 0.35% 122
2014
Q4 		$26.1M Sell
458,297
-22,602
-5% -$1.27M 0.39% 113
2014
Q3 		$26.2M Sell
480,899
-243,438
-34% -$14.1M 0.41% 112
2014
Q2 		$45.9M Sell
724,337
-66,028
-8% -$3.94M 0.67% 47
2014
Q1 		$51.1M Sell
790,365
-18,369
-2% -$1.15M 0.76% 38
2013
Q4 		$52M Sell
808,734
-57,202
-7% -$3.47M 0.76% 43
2013
Q3 		$47.1M Buy
865,936
+21,888
+3% +$1.28M 0.72% 43
2013
Q2 		$47M Buy
+844,048
New +$43M 0.76% 34

Other funds holding UMBF

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Boston Trust Walden's UMBF Position: Q2 2026 in Review

Boston Trust Walden reduced its UMB Financial (UMBF) stake by 4.9% in Q2 2026, selling an estimated $1.3M and leaving 197,886 shares worth $28.3M. The position accounts for 0.22% of the portfolio, ranked #158.

Boston Trust Walden first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. The position peaked at $85.7M in Q3 2022. 100 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Boston Trust Walden held 197,886 shares of UMB Financial worth $28.3M as of Q2 2026.
  • Boston Trust Walden sold 10,117 UMB Financial shares in Q2 2026, an estimated $1.3M.
  • UMB Financial made up 0.22% of Boston Trust Walden's portfolio in Q2 2026, its #158 holding.
  • Boston Trust Walden first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
  • Boston Trust Walden's UMB Financial position peaked at $85.7M in Q3 2022.
  • 100 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.