CIAM
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Caitong International Asset Management’s UMB Financial UMBF Stock Holding History

Caitong International 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
2026
Q1 		– Sell
-442
Closed -$50.8K – 3061
2025
Q4 		$50.8K Buy
442
+376
+570% +$42.6K 0.01% 695
2025
Q3 		$7.81K Buy
+66
New +$7.61K 0.01% 1097
2025
Q2 		– Sell
-88
Closed -$8.9K – 2512
2025
Q1 		$8.9K Sell
88
-517
-85% -$57K 0.01% 884
2024
Q4 		$68.3K Buy
+605
New +$70K 0.07% 359

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

Caitong International Asset Management's UMBF Position: Q1 2026 in Review

Caitong International Asset Management sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 442 shares — an estimated $50.8K sold.

Caitong International Asset Management first reported a position in UMBF in Q4 2024 and held it in 4 quarters. The position peaked at $68.3K in Q4 2024. 452 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Caitong International Asset Management reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
  • Caitong International Asset Management sold 442 UMB Financial shares in Q1 2026, an estimated $50.8K.
  • Caitong International Asset Management first reported a position in UMB Financial in Q4 2024 and held it in 4 quarters.
  • Caitong International Asset Management's UMB Financial position peaked at $68.3K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.