DWA
UMBF icon

Douglass Winthrop Advisors’s UMB Financial UMBF Stock Holding History

Douglass Winthrop Advisors’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
Q1 		$367K Sell
3,250
-890
-21% -$107K 0.01% 242
2025
Q4 		$476K Hold
4,140
– – 0.01% 215
2025
Q3 		$490K Sell
4,140
-1,685
-29% -$194K 0.01% 211
2025
Q2 		$613K Sell
5,825
-350
-6% -$34.9K 0.01% 178
2025
Q1 		$624K Sell
6,175
-250
-4% -$27.6K 0.01% 173
2024
Q4 		$725K Hold
6,425
– – 0.01% 168
2024
Q3 		$675K Hold
6,425
– – 0.01% 182
2024
Q2 		$536K Sell
6,425
-1,585
-20% -$130K 0.01% 185
2024
Q1 		$697K Buy
+8,010
New +$651K 0.01% 164

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Douglass Winthrop Advisors's UMBF Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its UMB Financial (UMBF) stake by 21% in Q1 2026, selling an estimated $107K and leaving 3,250 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #242.

Douglass Winthrop Advisors first reported a position in UMBF in Q1 2024 and has held it in 9 quarters since. The position peaked at $725K in Q4 2024. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Douglass Winthrop Advisors held 3,250 shares of UMB Financial worth $367K as of Q1 2026.
  • Douglass Winthrop Advisors sold 890 UMB Financial shares in Q1 2026, an estimated $107K.
  • UMB Financial made up 0.01% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #242 holding.
  • Douglass Winthrop Advisors first reported a position in UMB Financial in Q1 2024 and has held it in 9 quarters since.
  • Douglass Winthrop Advisors's UMB Financial position peaked at $725K in Q4 2024.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.