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DRW Securities’s UMB Financial UMBF Stock Holding History

DRW Securities’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 		$234K Sell
2,074
-5,494
-73% -$661K ﹤0.01% 1027
2025
Q4 		$871K Buy
+7,568
New +$857K 0.02% 333
2025
Q3 		– Sell
-3,861
Closed -$406K – 1636
2025
Q2 		$406K Buy
+3,861
New +$385K 0.01% 588

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

DRW Securities's UMBF Position: Q1 2026 in Review

DRW Securities reduced its UMB Financial (UMBF) stake by 73% in Q1 2026, selling an estimated $661K and leaving 2,074 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

DRW Securities first reported a position in UMBF in Q2 2025 and has held it in 3 quarters since. The position peaked at $871K in Q4 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • DRW Securities held 2,074 shares of UMB Financial worth $234K as of Q1 2026.
  • DRW Securities sold 5,494 UMB Financial shares in Q1 2026, an estimated $661K.
  • UMB Financial made up ﹤0.01% of DRW Securities's portfolio in Q1 2026, its #1027 holding.
  • DRW Securities first reported a position in UMB Financial in Q2 2025 and has held it in 3 quarters since.
  • DRW Securities's UMB Financial position peaked at $871K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on DRW Securities's 13F filing for Q1 2026, filed 13 May 2026.