CIM
UMBF icon

CIM Investment Management’s UMB Financial UMBF Stock Holding History

CIM Investment 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 		$258K Buy
+1,809
New +$233K 0.06% 227
2022
Q1 		– Sell
-1,976
Closed -$210K – 297
2021
Q4 		$210K Buy
+1,976
New +$204K 0.06% 279
2020
Q4 		– Sell
-4,191
Closed -$205K – 303
2020
Q3 		$205K Buy
4,191
+60
+1% +$3.03K 0.08% 235
2020
Q2 		$213K Buy
+4,131
New +$202K 0.09% 218
2020
Q1 		– Sell
-3,427
Closed -$235K – 237
2019
Q4 		$235K Sell
3,427
-2,680
-44% -$178K 0.09% 186
2019
Q3 		$394K Hold
6,107
– – 0.15% 169
2019
Q2 		$402K Sell
6,107
-130
-2% -$8.57K 0.15% 167
2019
Q1 		$399K Sell
6,237
-53
-0.8% -$3.5K 0.15% 178
2018
Q4 		$384K Hold
6,290
– – 0.17% 158
2018
Q3 		$446K Hold
6,290
– – 0.16% 175
2018
Q2 		$479K Hold
6,290
– – 0.17% 171
2018
Q1 		$455K Hold
6,290
– – 0.15% 187
2017
Q4 		$452K Sell
6,290
-148
-2% -$10.9K 0.15% 188
2017
Q3 		$480K Hold
6,438
– – 0.17% 169
2017
Q2 		$482K Sell
6,438
-206
-3% -$15.1K 0.17% 175
2017
Q1 		$500K Hold
6,644
– – 0.17% 158
2016
Q4 		$512K Hold
6,644
– – 0.19% 151
2016
Q3 		$395K Buy
6,644
+250
+4% +$14.3K 0.15% 184
2016
Q2 		$340K Buy
6,394
+630
+11% +$34.2K 0.14% 196
2016
Q1 		$298K Buy
5,764
+696
+14% +$33.4K 0.13% 198
2015
Q4 		$236K Hold
5,068
– – 0.11% 214
2015
Q3 		$258K Buy
5,068
+606
+14% +$32K 0.12% 190
2015
Q2 		$254K Hold
4,462
– – 0.11% 198
2015
Q1 		$236K Hold
4,462
– – 0.1% 209
2014
Q4 		$254K Buy
4,462
+616
+16% +$34.7K 0.12% 186
2014
Q3 		$210K Buy
+3,846
New +$222K 0.11% 177
2014
Q2 		– Sell
-3,248
Closed -$210K – 214
2014
Q1 		$210K Buy
+3,248
New +$203K 0.1% 188

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CIM Investment Management's UMBF Position: Q2 2026 in Review

CIM Investment Management opened a new position in UMB Financial (UMBF) in Q2 2026: 1,809 shares worth $258K. The stake represents 0.06% of the portfolio and ranks #227 among its holdings. This is a return to the name: CIM Investment Management previously reported a position in UMBF as recently as Q4 2021.

CIM Investment Management first reported a position in UMBF in Q1 2014 and has held it in 27 quarters since. The position peaked at $512K in Q4 2016. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • CIM Investment Management held 1,809 shares of UMB Financial worth $258K as of Q2 2026.
  • UMB Financial was a new CIM Investment Management position in Q2 2026.
  • UMB Financial made up 0.06% of CIM Investment Management's portfolio in Q2 2026, its #227 holding.
  • CIM Investment Management first reported a position in UMB Financial in Q1 2014 and has held it in 27 quarters since.
  • CIM Investment Management's UMB Financial position peaked at $512K in Q4 2016.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on CIM Investment Management's 13F filing for Q2 2026, filed 29 Sep 2026.