CI Investments Inc
UMBF icon

CI Investments Inc’s UMB Financial UMBF Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-438
Closed -$52K – 1225
2025
Q3 		$52K Sell
438
-58
-12% -$6.68K ﹤0.01% 1018
2025
Q2 		$52K Buy
496
+138
+39% +$13.8K ﹤0.01% 1020
2025
Q1 		$36K Sell
358
-46
-11% -$5.07K ﹤0.01% 1076
2024
Q4 		$46K Buy
+404
New +$46.7K ﹤0.01% 1051
2023
Q4 		– Sell
-398
Closed -$25K – 1331
2023
Q3 		$25K Sell
398
-5
-1% -$325 ﹤0.01% 1082
2023
Q2 		$25K Sell
403
-20
-5% -$1.19K ﹤0.01% 1072
2023
Q1 		$24K Buy
423
+33
+8% +$2.68K ﹤0.01% 1039
2022
Q4 		$33K Buy
390
+76
+24% +$6.39K ﹤0.01% 1019
2022
Q3 		$26K Sell
314
-19
-6% -$1.72K ﹤0.01% 983
2022
Q2 		$29K Sell
333
-254
-43% -$23K ﹤0.01% 916
2022
Q1 		$57K Hold
587
– – ﹤0.01% 945
2021
Q4 		$62K Buy
587
+22
+4% +$2.27K ﹤0.01% 977
2021
Q3 		$55K Buy
565
+30
+6% +$2.74K ﹤0.01% 960
2021
Q2 		$50K Buy
535
+205
+62% +$19.5K ﹤0.01% 963
2021
Q1 		$30K Hold
330
– – ﹤0.01% 938
2020
Q4 		$23K Buy
330
+31
+10% +$1.99K ﹤0.01% 916
2020
Q3 		$15K Buy
+299
New +$15.1K ﹤0.01% 885

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.9B AUM 29.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CI Investments Inc's UMBF Position: Q4 2025 in Review

CI Investments Inc sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 438 shares — an estimated $52K sold.

CI Investments Inc first reported a position in UMBF in Q3 2020 and held it in 17 quarters. The position peaked at $62K in Q4 2021. 412 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • CI Investments Inc reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 438 UMB Financial shares in Q4 2025, an estimated $52K.
  • CI Investments Inc first reported a position in UMB Financial in Q3 2020 and held it in 17 quarters.
  • CI Investments Inc's UMB Financial position peaked at $62K in Q4 2021.
  • 412 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.