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Caliber Wealth Management (Kansas)’s UMB Financial UMBF Stock Holding History

Caliber Wealth Management (Kansas)’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
-7,742
Closed -$814K – 294
2025
Q2 		$814K Buy
7,742
+24
+0.3% +$2.39K 0.09% 146
2025
Q1 		$780K Buy
+7,718
New +$851K 0.11% 139

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

Caliber Wealth Management (Kansas)'s UMBF Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 7,742 shares — an estimated $814K sold.

Caliber Wealth Management (Kansas) first reported a position in UMBF in Q1 2025 and held it in 2 quarters. The position peaked at $814K in Q2 2025. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 7,742 UMB Financial shares in Q3 2025, an estimated $814K.
  • Caliber Wealth Management (Kansas) first reported a position in UMB Financial in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s UMB Financial position peaked at $814K in Q2 2025.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.