EH
UMBF icon

Equitable Holdings’s UMB Financial UMBF Stock Holding History

Equitable Holdings’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 		$245K Hold
2,134
– – ﹤0.01% 1538
2025
Q4 		$245K Hold
2,134
– – ﹤0.01% 1417
2025
Q3 		$253K Hold
2,134
– – ﹤0.01% 1350
2025
Q2 		$224K Sell
2,134
-1,155
-35% -$115K ﹤0.01% 1326
2025
Q1 		$333K Buy
+3,289
New +$363K ﹤0.01% 1056

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

Equitable Holdings's UMBF Position: Q1 2026 in Review

Equitable Holdings held its UMB Financial (UMBF) position steady in Q1 2026 at 2,134 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Equitable Holdings first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $333K in Q1 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Equitable Holdings held 2,134 shares of UMB Financial worth $245K as of Q1 2026.
  • Equitable Holdings left its UMB Financial share count unchanged in Q1 2026.
  • UMB Financial made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1538 holding.
  • Equitable Holdings first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • Equitable Holdings's UMB Financial position peaked at $333K in Q1 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.