Citadel Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $121M | Sell |
1,068,582
-172,583
| -14% | -$20.8M | 0.02% | 701 |
|
|
2025
Q4 | $143M | Buy |
1,241,165
+361,718
| +41% | +$41M | 0.02% | 651 |
|
|
2025
Q3 | $104M | Sell |
879,447
-229,616
| -21% | -$26.5M | 0.02% | 816 |
|
|
2025
Q2 | $117M | Sell |
1,109,063
-881,338
| -44% | -$87.9M | 0.02% | 673 |
|
|
2025
Q1 | $201M | Sell |
1,990,401
-31,180
| -2% | -$3.44M | 0.04% | 372 |
|
|
2024
Q4 | $228M | Sell |
2,021,581
-138,924
| -6% | -$16.1M | 0.04% | 354 |
|
|
2024
Q3 | $227M | Sell |
2,160,505
-34,822
| -2% | -$3.39M | 0.04% | 327 |
|
|
2024
Q2 | $183M | Buy |
2,195,327
+2,173,356
| +9,892% | +$178M | 0.04% | 376 |
|
|
2024
Q1 | $1.91M | Sell |
21,971
-267,281
| -92% | -$21.7M | ﹤0.01% | 5615 |
|
|
2023
Q4 | $24.2M | Buy |
289,252
+229,392
| +383% | +$16.1M | ﹤0.01% | 1823 |
|
|
2023
Q3 | $3.71M | Buy |
59,860
+45,136
| +307% | +$2.93M | ﹤0.01% | 4126 |
|
|
2023
Q2 | $897K | Sell |
14,724
-91,313
| -86% | -$5.45M | ﹤0.01% | 6683 |
|
|
2023
Q1 | $6.12M | Buy |
106,037
+75,436
| +247% | +$6.13M | ﹤0.01% | 3480 |
|
|
2022
Q4 | $2.56M | Buy |
+30,601
| New | +$2.57M | ﹤0.01% | 5027 |
|
|
2022
Q3 | – | Sell |
-5,693
| Closed | -$491K | – | 13647 |
|
|
2022
Q2 | $491K | Sell |
5,693
-59,295
| -91% | -$5.38M | ﹤0.01% | 8696 |
|
|
2022
Q1 | $6.32M | Buy |
64,988
+6,456
| +11% | +$659K | ﹤0.01% | 3729 |
|
|
2021
Q4 | $6.21M | Sell |
58,532
-60,748
| -51% | -$6.27M | ﹤0.01% | 3912 |
|
|
2021
Q3 | $11.5M | Buy |
119,280
+113,656
| +2,021% | +$10.4M | ﹤0.01% | 2820 |
|
|
2021
Q2 | $523K | Sell |
5,624
-60,901
| -92% | -$5.79M | ﹤0.01% | 9969 |
|
|
2021
Q1 | $6.14M | Sell |
66,525
-244,918
| -79% | -$20.2M | ﹤0.01% | 3830 |
|
|
2020
Q4 | $21.5M | Sell |
311,443
-209,596
| -40% | -$13.4M | 0.01% | 1726 |
|
|
2020
Q3 | $25.5M | Buy |
521,039
+61,322
| +13% | +$3.1M | 0.01% | 1362 |
|
|
2020
Q2 | $23.7M | Buy |
459,717
+361,479
| +368% | +$17.7M | 0.01% | 1365 |
|
|
2020
Q1 | $4.56M | Sell |
98,238
-61,371
| -38% | -$3.73M | ﹤0.01% | 2852 |
|
|
2019
Q4 | $11M | Buy |
159,609
+10,268
| +7% | +$681K | ﹤0.01% | 2098 |
|
|
2019
Q3 | $9.64M | Buy |
149,341
+15,513
| +12% | +$1M | ﹤0.01% | 2261 |
|
|
2019
Q2 | $8.81M | Buy |
133,828
+126,024
| +1,615% | +$8.31M | ﹤0.01% | 2335 |
|
|
2019
Q1 | $500K | Buy |
+7,804
| New | +$516K | ﹤0.01% | 6787 |
|
|
2018
Q4 | – | Sell |
-3,431
| Closed | -$243K | – | 9791 |
|
|
2018
Q3 | $243K | Sell |
3,431
-14,282
| -81% | -$1.07M | ﹤0.01% | 7924 |
|
|
2018
Q2 | $1.35M | Buy |
17,713
+2,075
| +13% | +$159K | ﹤0.01% | 4716 |
|
|
2018
Q1 | $1.13M | Sell |
15,638
-3,394
| -18% | -$254K | ﹤0.01% | 4642 |
|
|
2017
Q4 | $1.37M | Buy |
+19,032
| New | +$1.4M | ﹤0.01% | 4174 |
|
|
2017
Q3 | – | Sell |
-15,560
| Closed | -$1.17M | – | 8081 |
|
|
2017
Q2 | $1.17M | Sell |
15,560
-6,456
| -29% | -$473K | ﹤0.01% | 3868 |
|
|
2017
Q1 | $1.66M | Sell |
22,016
-5,583
| -20% | -$427K | ﹤0.01% | 3292 |
|
|
2016
Q4 | $2.13M | Buy |
27,599
+23,498
| +573% | +$1.63M | ﹤0.01% | 2879 |
|
|
2016
Q3 | $244K | Sell |
4,101
-7,456
| -65% | -$427K | ﹤0.01% | 6013 |
|
|
2016
Q2 | $615K | Buy |
+11,557
| New | +$628K | ﹤0.01% | 4209 |
|
|
2016
Q1 | – | Sell |
-12,948
| Closed | -$603K | – | 8006 |
|
|
2015
Q4 | $603K | Buy |
12,948
+3,730
| +40% | +$188K | ﹤0.01% | 4211 |
|
|
2015
Q3 | $468K | Buy |
+9,218
| New | +$486K | ﹤0.01% | 4895 |
|
|
2015
Q2 | – | Sell |
-17,686
| Closed | -$936K | – | 9110 |
|
|
2015
Q1 | $936K | Buy |
17,686
+5,307
| +43% | +$275K | ﹤0.01% | 4011 |
|
|
2014
Q4 | $704K | Sell |
12,379
-71,246
| -85% | -$4.01M | ﹤0.01% | 4235 |
|
|
2014
Q3 | $4.56M | Buy |
83,625
+66,369
| +385% | +$3.83M | ﹤0.01% | 2071 |
|
|
2014
Q2 | $1.09M | Buy |
17,256
+2,302
| +15% | +$137K | ﹤0.01% | 3386 |
|
|
2014
Q1 | $968K | Buy |
+14,954
| New | +$934K | ﹤0.01% | 3467 |
|
|
2013
Q4 | – | Sell |
-4,152
| Closed | -$225K | – | 7179 |
|
|
2013
Q3 | $225K | Sell |
4,152
-10,963
| -73% | -$639K | ﹤0.01% | 4656 |
|
|
2013
Q2 | $842K | Buy |
+15,115
| New | +$770K | ﹤0.01% | 3349 |
|
Other funds holding UMBF
UB
VPM
VCM
Citadel Advisors's UMBF Position: Q1 2026 in Review
Citadel Advisors reduced its UMB Financial (UMBF) stake by 14% in Q1 2026, selling an estimated $20.8M and leaving 1,068,582 shares worth $121M. The position accounts for 0.02% of the portfolio, ranked #701.
Citadel Advisors first reported a position in UMBF in Q2 2013 and has held it in 46 quarters since. The position peaked at $228M in Q4 2024. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.
- Citadel Advisors held 1,068,582 shares of UMB Financial worth $121M as of Q1 2026.
- Citadel Advisors sold 172,583 UMB Financial shares in Q1 2026, an estimated $20.8M.
- UMB Financial made up 0.02% of Citadel Advisors's portfolio in Q1 2026, its #701 holding.
- Citadel Advisors first reported a position in UMB Financial in Q2 2013 and has held it in 46 quarters since.
- Citadel Advisors's UMB Financial position peaked at $228M in Q4 2024.
- 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.