Citadel Advisors
UMBF icon

Citadel Advisors’s UMB Financial UMBF Stock Holding History

Citadel Advisors’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
Q1 		$1.05M Buy
+9,300
New +$1.12M ﹤0.01% 7549
2025
Q4 		– Sell
-3,400
Closed -$402K – 14130
2025
Q3 		$402K Hold
3,400
– – ﹤0.01% 9657
2025
Q2 		$358K Sell
3,400
-1,565
-32% -$156K ﹤0.01% 9397
2025
Q1 		$502K Buy
4,965
+4,365
+728% +$481K ﹤0.01% 8467
2024
Q4 		$67.7K Sell
600
-400
-40% -$46.3K ﹤0.01% 12019
2024
Q3 		$105K Sell
1,000
-600
-38% -$58.5K ﹤0.01% 11051
2024
Q2 		$133K Buy
1,600
+1,400
+700% +$115K ﹤0.01% 10514
2024
Q1 		$17.4K Sell
200
-2,100
-91% -$171K ﹤0.01% 13100
2023
Q4 		$192K Sell
2,300
-3,500
-60% -$246K ﹤0.01% 10020
2023
Q3 		$360K Buy
5,800
+3,000
+107% +$195K ﹤0.01% 8779
2023
Q2 		$171K Sell
2,800
-8,800
-76% -$525K ﹤0.01% 10131
2023
Q1 		$670K Buy
+11,600
New +$943K ﹤0.01% 7679

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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.