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CenterBook Partners’s UMB Financial UMBF Stock Holding History

CenterBook Partners’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 		$588K Sell
5,215
-6,603
-56% -$795K 0.03% 454
2025
Q4 		$1.36M Buy
11,818
+2,939
+33% +$333K 0.07% 327
2025
Q3 		$1.05M Buy
8,879
+1,648
+23% +$190K 0.05% 373
2025
Q2 		$760K Buy
+7,231
New +$721K 0.04% 366

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CenterBook Partners's UMBF Position: Q1 2026 in Review

CenterBook Partners reduced its UMB Financial (UMBF) stake by 56% in Q1 2026, selling an estimated $795K and leaving 5,215 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #454.

CenterBook Partners first reported a position in UMBF in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q4 2025. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • CenterBook Partners held 5,215 shares of UMB Financial worth $588K as of Q1 2026.
  • CenterBook Partners sold 6,603 UMB Financial shares in Q1 2026, an estimated $795K.
  • UMB Financial made up 0.03% of CenterBook Partners's portfolio in Q1 2026, its #454 holding.
  • CenterBook Partners first reported a position in UMB Financial in Q2 2025 and has held it in 4 quarters since.
  • CenterBook Partners's UMB Financial position peaked at $1.36M in Q4 2025.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on CenterBook Partners's 13F filing for Q1 2026, filed 5 May 2026.