Country Club Bank’s UMB Financial UMBF Stock Holding History

Country Club 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
2025 Q3	$940K	Hold	7,929	–	–	0.06%	216
2025 Q2	$841K	Sell	7,929 -87	-1%	-$8.68K	0.05%	224
2025 Q1	$803K	Buy	8,016 +1,414	+21%	+$156K	0.05%	220
2024 Q4	$746K	Hold	6,602	–	–	0.05%	228
2024 Q3	$687K	Sell	6,602 -44	-0.7%	-$4.29K	0.05%	229
2024 Q2	$545K	Hold	6,646	–	–	0.04%	242
2024 Q1	$578K	Hold	6,646	–	–	0.04%	233
2023 Q4	$562K	Buy	6,646 +790	+13%	+$55.6K	0.04%	232
2023 Q3	$360K	Hold	5,856	–	–	0.03%	253
2023 Q2	$363K	Buy	5,856 +150	+3%	+$8.95K	0.03%	253
2023 Q1	$335K	Buy	5,706 +1,261	+28%	+$102K	0.03%	259
2022 Q4	$371K	Hold	4,445	–	–	0.03%	245
2022 Q3	$379K	Hold	4,445	–	–	0.04%	223
2022 Q2	$385K	Sell	4,445 -230	-5%	-$20.9K	0.04%	217
2022 Q1	$460K	Buy	+4,675	New	+$477K	0.04%	197

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Country Club Bank's UMBF Position: Q3 2025 in Review

Country Club Bank held its UMB Financial (UMBF) position steady in Q3 2025 at 7,929 shares worth $940K. The position accounts for 0.06% of the portfolio, ranked #216.

Country Club Bank first reported a position in UMBF in Q1 2022 and has held it in 15 quarters since. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

Country Club Bank held 7,929 shares of UMB Financial worth $940K as of Q3 2025.
Country Club Bank left its UMB Financial share count unchanged in Q3 2025.
UMB Financial made up 0.06% of Country Club Bank's portfolio in Q3 2025, its #216 holding.
Country Club Bank first reported a position in UMB Financial in Q1 2022 and has held it in 15 quarters since.
404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.