CWM
UMBF icon

CIBC World Markets’s UMB Financial UMBF Stock Holding History

CIBC World Markets’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 		$553K Buy
+4,811
New +$545K ﹤0.01% 812
2025
Q2 		$942K Sell
8,960
-6,169
-41% -$615K 0.01% 677
2025
Q1 		$1.53M Buy
15,129
+10,932
+260% +$1.21M 0.01% 566
2024
Q4 		$474K Buy
+4,197
New +$485K ﹤0.01% 749
2021
Q2 		– Sell
-4,656
Closed -$430K – 943
2021
Q1 		$430K Buy
+4,656
New +$385K ﹤0.01% 872

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 World Markets's UMBF Position: Q4 2025 in Review

CIBC World Markets opened a new position in UMB Financial (UMBF) in Q4 2025: 4,811 shares worth $553K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in UMBF as recently as Q2 2025.

CIBC World Markets first reported a position in UMBF in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.53M in Q1 2025. 411 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • CIBC World Markets held 4,811 shares of UMB Financial worth $553K as of Q4 2025.
  • UMB Financial was a new CIBC World Markets position in Q4 2025.
  • UMB Financial made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #812 holding.
  • CIBC World Markets first reported a position in UMB Financial in Q1 2021 and has held it in 5 quarters since.
  • CIBC World Markets's UMB Financial position peaked at $1.53M in Q1 2025.
  • 411 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.