CCM
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Coldstream Capital Management’s UMB Financial UMBF Stock Holding History

Coldstream Capital 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 		$303K Sell
2,126
-440
-17% -$56.6K ﹤0.01% 959
2026
Q1 		$289K Buy
2,566
+171
+7% +$20.6K ﹤0.01% 950
2025
Q4 		$276K Sell
2,395
-806
-25% -$91.3K ﹤0.01% 943
2025
Q3 		$379K Buy
3,201
+1,148
+56% +$132K 0.01% 844
2025
Q2 		$216K Sell
2,053
-106
-5% -$10.6K ﹤0.01% 1042
2025
Q1 		$218K Buy
2,159
+89
+4% +$9.81K ﹤0.01% 965
2024
Q4 		$234K Sell
2,070
-1
-0% -$116 0.01% 948
2024
Q3 		$218K Buy
+2,071
New +$202K ﹤0.01% 994
2020
Q2 		– Sell
-14,079
Closed -$653K – 335
2020
Q1 		$653K Buy
14,079
+769
+6% +$46.8K 0.07% 147
2019
Q4 		$914K Sell
13,310
-343
-3% -$22.8K 0.07% 152
2019
Q3 		$882K Sell
13,653
-2,407
-15% -$156K 0.07% 157
2019
Q2 		$1.06M Sell
16,060
-362
-2% -$23.9K 0.09% 128
2019
Q1 		$1.05M Buy
+16,422
New +$1.09M 0.09% 124

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

Coldstream Capital Management's UMBF Position: Q2 2026 in Review

Coldstream Capital Management reduced its UMB Financial (UMBF) stake by 17% in Q2 2026, selling an estimated $56.6K and leaving 2,126 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Coldstream Capital Management first reported a position in UMBF in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.06M in Q2 2019. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Coldstream Capital Management held 2,126 shares of UMB Financial worth $303K as of Q2 2026.
  • Coldstream Capital Management sold 440 UMB Financial shares in Q2 2026, an estimated $56.6K.
  • UMB Financial made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #959 holding.
  • Coldstream Capital Management first reported a position in UMB Financial in Q1 2019 and has held it in 13 quarters since.
  • Coldstream Capital Management's UMB Financial position peaked at $1.06M in Q2 2019.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.