City State Bank’s UMB Financial UMBF Stock Holding History

City State Bank’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	$42.8K	Hold	300	–	–	0.01%	382
2026 Q1	$33.8K	Hold	300	–	–	0.01%	399
2025 Q4	$34.5K	Hold	300	–	–	0.01%	394
2025 Q3	$35.5K	Hold	300	–	–	0.01%	381
2025 Q2	$31.5K	Hold	300	–	–	0.01%	400
2025 Q1	$30.3K	Hold	300	–	–	0.01%	398
2024 Q4	$33.9K	Hold	300	–	–	0.01%	370
2024 Q3	$31.5K	Hold	300	–	–	0.01%	380
2024 Q2	$25K	Sell	300 -500	-63%	-$41K	0.01%	393
2024 Q1	$70K	Hold	800	–	–	0.03%	277
2023 Q4	$67K	Hold	800	–	–	0.03%	268
2023 Q3	$50K	Hold	800	–	–	0.03%	292
2023 Q2	$49K	Buy	800 +500	+167%	+$29.8K	0.03%	296
2023 Q1	$17K	Buy	+300	New	+$24.4K	0.01%	406

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

City State Bank's UMBF Position: Q2 2026 in Review

City State Bank held its UMB Financial (UMBF) position steady in Q2 2026 at 300 shares worth $42.8K. The position accounts for 0.01% of the portfolio, ranked #382.

City State Bank first reported a position in UMBF in Q1 2023 and has held it in 14 quarters since. The position peaked at $70K in Q1 2024. 155 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

City State Bank held 300 shares of UMB Financial worth $42.8K as of Q2 2026.
City State Bank left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up 0.01% of City State Bank's portfolio in Q2 2026, its #382 holding.
City State Bank first reported a position in UMB Financial in Q1 2023 and has held it in 14 quarters since.
City State Bank's UMB Financial position peaked at $70K in Q1 2024.
155 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.