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Dynamic Technology Lab’s UMB Financial UMBF Stock Holding History

Dynamic Technology Lab’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
Q4 		– Sell
-26,070
Closed -$3.09M – 1102
2025
Q3 		$3.09M Buy
26,070
+22,640
+660% +$2.61M 0.52% 15
2025
Q2 		$361K Sell
3,430
-3,399
-50% -$339K 0.05% 627
2025
Q1 		$690K Sell
6,829
-12,571
-65% -$1.39M 0.1% 340
2024
Q4 		$2.19M Buy
+19,400
New +$2.24M 0.35% 22
2022
Q4 		– Sell
-18,270
Closed -$1.54M – 1548
2022
Q3 		$1.54M Buy
+18,270
New +$1.65M 0.15% 214
2021
Q1 		– Sell
-10,598
Closed -$731K – 1499
2020
Q4 		$731K Buy
+10,598
New +$680K 0.12% 296
2019
Q1 		– Sell
-10,200
Closed -$622K – 1353
2018
Q4 		$622K Buy
+10,200
New +$661K 0.11% 318
2018
Q2 		– Sell
-3,363
Closed -$243K – 1336
2018
Q1 		$243K Sell
3,363
-7,367
-69% -$552K 0.04% 803
2017
Q4 		$772K Buy
+10,730
New +$788K 0.14% 233
2017
Q2 		– Sell
-6,719
Closed -$506K – 1331
2017
Q1 		$506K Sell
6,719
-3,402
-34% -$260K 0.12% 300
2016
Q4 		$781K Buy
+10,121
New +$704K 0.21% 93
2016
Q3 		– Sell
-5,487
Closed -$292K – 1167
2016
Q2 		$292K Buy
+5,487
New +$298K 0.08% 536
2016
Q1 		– Sell
-5,096
Closed -$237K – 1191
2015
Q4 		$237K Buy
+5,096
New +$257K 0.07% 627

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dynamic Technology Lab's UMBF Position: Q4 2025 in Review

Dynamic Technology Lab sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 26,070 shares — an estimated $3.09M sold.

Dynamic Technology Lab first reported a position in UMBF in Q4 2015 and held it in 13 quarters. The position peaked at $3.09M in Q3 2025. 411 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Dynamic Technology Lab reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 26,070 UMB Financial shares in Q4 2025, an estimated $3.09M.
  • Dynamic Technology Lab first reported a position in UMB Financial in Q4 2015 and held it in 13 quarters.
  • Dynamic Technology Lab's UMB Financial position peaked at $3.09M in Q3 2025.
  • 411 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Dynamic Technology Lab's 13F filing for Q4 2025, filed 13 Feb 2026.