CIBC Private Wealth Group
UMBF icon

CIBC Private Wealth Group’s UMB Financial UMBF Stock Holding History

CIBC Private Wealth Group’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 		$369K Sell
3,210
-458
-12% -$51.9K ﹤0.01% 964
2025
Q3 		$434K Buy
3,668
+203
+6% +$23.4K ﹤0.01% 909
2025
Q2 		$364K Buy
3,465
+82
+2% +$8.18K ﹤0.01% 918
2025
Q1 		$293K Sell
3,383
-220
-6% -$24.3K ﹤0.01% 961
2024
Q4 		$397K Buy
3,603
+304
+9% +$35.2K ﹤0.01% 929
2024
Q3 		$347K Buy
3,299
+943
+40% +$91.9K ﹤0.01% 984
2024
Q2 		$192K Buy
2,356
+2,161
+1,108% +$177K ﹤0.01% 1121
2024
Q1 		$16.5K Buy
+195
New +$15.9K ﹤0.01% 2108

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CIBC Private Wealth Group's UMBF Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its UMB Financial (UMBF) stake by 12% in Q4 2025, selling an estimated $51.9K and leaving 3,210 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

CIBC Private Wealth Group first reported a position in UMBF in Q1 2024 and has held it in 8 quarters since. The position peaked at $434K in Q3 2025. 411 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • CIBC Private Wealth Group held 3,210 shares of UMB Financial worth $369K as of Q4 2025.
  • CIBC Private Wealth Group sold 458 UMB Financial shares in Q4 2025, an estimated $51.9K.
  • UMB Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #964 holding.
  • CIBC Private Wealth Group first reported a position in UMB Financial in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's UMB Financial position peaked at $434K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.