CL
UMBF icon

CSS LLC’s UMB Financial UMBF Stock Holding History

CSS LLC’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
-7,719
Closed -$780K – 1144
2025
Q1 		$780K Buy
+7,719
New +$851K 0.04% 336
2015
Q4 		– Sell
-6,000
Closed -$305K – 754
2015
Q3 		$305K Hold
6,000
– – 0.02% 487
2015
Q2 		$342K Buy
+6,000
New +$322K 0.02% 532

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

CSS LLC's UMBF Position: Q2 2025 in Review

CSS LLC sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 7,719 shares — an estimated $780K sold.

CSS LLC first reported a position in UMBF in Q2 2015 and held it in 3 quarters. The position peaked at $780K in Q1 2025. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • CSS LLC reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
  • CSS LLC sold 7,719 UMB Financial shares in Q2 2025, an estimated $780K.
  • CSS LLC first reported a position in UMB Financial in Q2 2015 and held it in 3 quarters.
  • CSS LLC's UMB Financial position peaked at $780K in Q1 2025.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on CSS LLC's 13F filing for Q2 2025, filed 14 Aug 2025.