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UMBF icon

Choreo LLC’s UMB Financial UMBF Stock Holding History

Choreo LLC’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 		$944K Buy
8,337
+786
+10% +$94.6K 0.01% 635
2025
Q4 		$884K Sell
7,551
-75
-1% -$8.5K 0.01% 657
2025
Q3 		$905K Sell
7,626
-4,974
-39% -$573K 0.01% 645
2025
Q2 		$1.33M Sell
12,600
-141
-1% -$14.1K 0.02% 489
2025
Q1 		$1.29M Buy
12,741
+5,787
+83% +$638K 0.02% 472
2024
Q4 		$789K Sell
6,954
-721
-9% -$83.4K 0.01% 670
2024
Q3 		$776K Buy
+7,675
New +$748K 0.01% 679
2014
Q4 		– Sell
-6,010
Closed -$329K – 154
2014
Q3 		$329K Buy
6,010
+1,010
+20% +$58.3K 0.1% 103
2014
Q2 		$318K Hold
5,000
– – 0.09% 104
2014
Q1 		$325K Buy
+5,000
New +$312K 0.1% 101

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

Choreo LLC's UMBF Position: Q1 2026 in Review

Choreo LLC increased its UMB Financial (UMBF) stake by 10% in Q1 2026, buying an estimated $94.6K and bringing the position to 8,337 shares worth $944K. The position accounts for 0.01% of the portfolio, ranked #635.

Choreo LLC first reported a position in UMBF in Q1 2014 and has held it in 10 quarters since. The position peaked at $1.33M in Q2 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Choreo LLC held 8,337 shares of UMB Financial worth $944K as of Q1 2026.
  • Choreo LLC bought 786 UMB Financial shares in Q1 2026, an estimated $94.6K.
  • UMB Financial made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #635 holding.
  • Choreo LLC first reported a position in UMB Financial in Q1 2014 and has held it in 10 quarters since.
  • Choreo LLC's UMB Financial position peaked at $1.33M in Q2 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.