Corient Private Wealth
UMBF icon

Corient Private Wealth’s UMB Financial UMBF Stock Holding History

Corient Private Wealth’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
-2,087
Closed -$211K – 2539
2025
Q1 		$211K Buy
+2,087
New +$230K ﹤0.01% 2041

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's UMBF Position: Q2 2025 in Review

Corient Private Wealth sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 2,087 shares — an estimated $211K sold.

Corient Private Wealth first reported a position in UMBF in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • Corient Private Wealth reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 2,087 UMB Financial shares in Q2 2025, an estimated $211K.
  • Corient Private Wealth first reported a position in UMB Financial in Q1 2025 and held it in 1 quarter.
  • Corient Private Wealth's UMB Financial position peaked at $211K in Q1 2025.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.