Covestor
UMBF icon

Covestor’s UMB Financial UMBF Stock Holding History

Covestor’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
Q3 		$51K Sell
395
-69
-15% -$9.8K 0.03% 729
2026
Q2 		$66K Sell
464
-242
-34% -$31.1K 0.04% 629
2026
Q1 		$79K Sell
706
-436
-38% -$52.5K 0.05% 405
2025
Q4 		$131K Buy
1,142
+344
+43% +$39K 0.07% 412
2025
Q3 		$94K Buy
798
+252
+46% +$29K 0.05% 608
2025
Q2 		$57K Buy
546
+100
+22% +$10K 0.03% 844
2025
Q1 		$45K Sell
446
-109
-20% -$12K 0.03% 885
2024
Q4 		$63K Buy
555
+124
+29% +$14.3K 0.04% 770
2024
Q3 		$45K Buy
431
+102
+31% +$9.9K 0.03% 919
2024
Q2 		$27K Sell
329
-157
-32% -$12.9K 0.02% 1091
2024
Q1 		$42K Sell
486
-45
-8% -$3.66K 0.03% 956
2023
Q4 		$44K Sell
531
-751
-59% -$52.8K 0.03% 913
2023
Q3 		$80K Sell
1,282
-427
-25% -$27.7K 0.06% 552
2023
Q2 		$104K Buy
1,709
+1,352
+379% +$80.7K 0.08% 413
2023
Q1 		$21K Buy
357
+52
+17% +$4.23K 0.02% 994
2022
Q4 		$25K Buy
305
+176
+136% +$14.8K 0.02% 971
2022
Q3 		$11K Sell
129
-2
-2% -$181 0.01% 1234
2022
Q2 		$11K Sell
131
-68
-34% -$6.16K 0.01% 1193
2022
Q1 		$19K Buy
199
+120
+152% +$12.2K 0.01% 1083
2021
Q4 		$8K Buy
+79
New +$8.15K 0.01% 1123

Other funds holding UMBF

UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Global Alpha Capital Management
Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Covestor's UMBF Position: Q3 2026 in Review

Covestor reduced its UMB Financial (UMBF) stake by 15% in Q3 2026, selling an estimated $9.8K and leaving 395 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #729.

Covestor first reported a position in UMBF in Q4 2021 and has held it in 20 quarters since. The position peaked at $131K in Q4 2025. 296 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Covestor held 395 shares of UMB Financial worth $51K as of Q3 2026.
  • Covestor sold 69 UMB Financial shares in Q3 2026, an estimated $9.8K.
  • UMB Financial made up 0.03% of Covestor's portfolio in Q3 2026, its #729 holding.
  • Covestor first reported a position in UMB Financial in Q4 2021 and has held it in 20 quarters since.
  • Covestor's UMB Financial position peaked at $131K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.