CIBC Asset Management’s UMB Financial UMBF Stock Holding History

CIBC 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 Q2	$336K	Buy	2,355 +77	+3%	+$9.9K	﹤0.01%	977
2026 Q1	$257K	Hold	2,278	–	–	﹤0.01%	1072
2025 Q4	$262K	Hold	2,278	–	–	﹤0.01%	1052
2025 Q3	$270K	Hold	2,278	–	–	﹤0.01%	984
2025 Q2	$240K	Hold	2,278	–	–	﹤0.01%	998
2025 Q1	$230K	Buy	+2,278	New	+$251K	﹤0.01%	991
2016 Q4	–	Sell	-5,248	Closed	-$312K	–	989
2016 Q3	$312K	Hold	5,248	–	–	﹤0.01%	770
2016 Q2	$279K	Hold	5,248	–	–	﹤0.01%	781
2016 Q1	$271K	Buy	5,248 +96	+2%	+$4.61K	﹤0.01%	780
2015 Q4	$240K	Buy	5,152 +237	+5%	+$12K	﹤0.01%	807
2015 Q3	$250K	Hold	4,915	–	–	﹤0.01%	798
2015 Q2	$280K	Sell	4,915 -31	-0.6%	-$1.67K	﹤0.01%	806
2015 Q1	$262K	Buy	4,946 +50	+1%	+$2.59K	﹤0.01%	819
2014 Q4	$279K	Buy	+4,896	New	+$276K	﹤0.01%	790
2014 Q2	–	Sell	-3,267	Closed	-$211K	–	931
2014 Q1	$211K	Buy	+3,267	New	+$204K	﹤0.01%	926

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CIBC Asset Management's UMBF Position: Q2 2026 in Review

CIBC Asset Management increased its UMB Financial (UMBF) stake by 3.4% in Q2 2026, buying an estimated $9.9K and bringing the position to 2,355 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

CIBC Asset Management first reported a position in UMBF in Q1 2014 and has held it in 15 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

CIBC Asset Management held 2,355 shares of UMB Financial worth $336K as of Q2 2026.
CIBC Asset Management bought 77 UMB Financial shares in Q2 2026, an estimated $9.9K.
UMB Financial made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #977 holding.
CIBC Asset Management first reported a position in UMB Financial in Q1 2014 and has held it in 15 quarters since.
481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.