EGM
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Engineers Gate Manager’s UMB Financial UMBF Stock Holding History

Engineers Gate Manager’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
Q3 		– Sell
-5,256
Closed -$553K – 2554
2025
Q2 		$553K Buy
+5,256
New +$524K 0.01% 1429
2025
Q1 		– Sell
-12,022
Closed -$1.36M – 2599
2024
Q4 		$1.36M Buy
12,022
+9,642
+405% +$1.11M 0.02% 821
2024
Q3 		$250K Sell
2,380
-6,239
-72% -$608K ﹤0.01% 1701
2024
Q2 		$719K Buy
+8,619
New +$707K 0.02% 1054
2024
Q1 		– Sell
-4,512
Closed -$377K – 2319
2023
Q4 		$377K Sell
4,512
-3,157
-41% -$222K 0.01% 1326
2023
Q3 		$476K Buy
7,669
+2,364
+45% +$154K 0.02% 1083
2023
Q2 		$323K Sell
5,305
-35,895
-87% -$2.14M 0.01% 1276
2023
Q1 		$2.38M Buy
41,200
+19,926
+94% +$1.62M 0.1% 270
2022
Q4 		$1.78M Buy
21,274
+18,712
+730% +$1.57M 0.11% 223
2022
Q3 		$216K Sell
2,562
-2,248
-47% -$203K 0.01% 1289
2022
Q2 		$414K Sell
4,810
-788
-14% -$71.4K 0.02% 1218
2022
Q1 		$544K Buy
5,598
+278
+5% +$28.4K 0.02% 1025
2021
Q4 		$565K Buy
+5,320
New +$549K 0.03% 973
2021
Q2 		– Sell
-2,910
Closed -$269K – 2032
2021
Q1 		$269K Sell
2,910
-3,500
-55% -$289K 0.01% 1390
2020
Q4 		$442K Buy
+6,410
New +$411K 0.02% 1051
2018
Q2 		– Sell
-24,165
Closed -$1.75M – 1187
2018
Q1 		$1.75M Buy
+24,165
New +$1.81M 0.12% 312
2015
Q2 		– Sell
-12,556
Closed -$664K – 1186
2015
Q1 		$664K Buy
12,556
+7,479
+147% +$388K 0.09% 417
2014
Q4 		$289K Buy
+5,077
New +$286K 0.08% 472

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Engineers Gate Manager's UMBF Position: Q3 2025 in Review

Engineers Gate Manager sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 5,256 shares — an estimated $553K sold.

Engineers Gate Manager first reported a position in UMBF in Q4 2014 and held it in 18 quarters. The position peaked at $2.38M in Q1 2023. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Engineers Gate Manager reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 5,256 UMB Financial shares in Q3 2025, an estimated $553K.
  • Engineers Gate Manager first reported a position in UMB Financial in Q4 2014 and held it in 18 quarters.
  • Engineers Gate Manager's UMB Financial position peaked at $2.38M in Q1 2023.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Engineers Gate Manager's 13F filing for Q3 2025, filed 14 Nov 2025.