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
2025
Q2 		– Sell
-865
Closed -$87.5K – 15205
2025
Q1 		$87.5K Sell
865
-935
-52% -$103K ﹤0.01% 11655
2024
Q4 		$203K Sell
1,800
-600
-25% -$69.4K ﹤0.01% 10431
2024
Q3 		$252K Buy
2,400
+800
+50% +$78K ﹤0.01% 9655
2024
Q2 		$133K Buy
1,600
+1,100
+220% +$90.2K ﹤0.01% 10515
2024
Q1 		$43.5K Sell
500
-1,400
-74% -$114K ﹤0.01% 12306
2023
Q4 		$159K Sell
1,900
-900
-32% -$63.3K ﹤0.01% 10294
2023
Q3 		$174K Buy
2,800
+400
+17% +$26K ﹤0.01% 10139
2023
Q2 		$146K Sell
2,400
-3,300
-58% -$197K ﹤0.01% 10379
2023
Q1 		$329K Buy
5,700
+3,600
+171% +$293K ﹤0.01% 9189
2022
Q4 		$175K Buy
+2,100
New +$176K ﹤0.01% 10362
2022
Q1 		– Sell
-5,100
Closed -$541K – 14617
2021
Q4 		$541K Buy
+5,100
New +$526K ﹤0.01% 9505

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.