ETF Store
UMBF icon

ETF Store’s UMB Financial UMBF Stock Holding History

ETF Store’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
Q3 		– Sell
-1,499
Closed -$214K – 114
2026
Q2 		$214K Sell
1,499
-559
-27% -$71.9K 0.18% 104
2026
Q1 		$232K Sell
2,058
-850
-29% -$102K 0.23% 92
2025
Q4 		$335K Hold
2,908
– – 0.34% 57
2025
Q3 		$344K Hold
2,908
– – 0.37% 55
2025
Q2 		$306K Hold
2,908
– – 0.35% 54
2025
Q1 		$294K Hold
2,908
– – 0.36% 53
2024
Q4 		$328K Hold
2,908
– – 0.41% 46
2024
Q3 		$306K Hold
2,908
– – 0.31% 63
2024
Q2 		$243K Sell
2,908
-102
-3% -$8.36K 0.25% 74
2024
Q1 		$262K Buy
3,010
+1
+0% +$81 0.15% 98
2023
Q4 		$251K Buy
+3,009
New +$212K 0.16% 87

Other funds holding UMBF

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Powszechne Towarzystwo Emerytalne Allianz Polska
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $373M AUM 32.62% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

ETF Store's UMBF Position: Q3 2026 in Review

ETF Store sold out of UMB Financial (UMBF) in Q3 2026, closing a stake of 1,499 shares — an estimated $214K sold.

ETF Store first reported a position in UMBF in Q4 2023 and held it in 11 quarters. The position peaked at $344K in Q3 2025. 142 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • ETF Store reported no remaining UMB Financial position as of Q3 2026 after selling out during the quarter.
  • ETF Store sold 1,499 UMB Financial shares in Q3 2026, an estimated $214K.
  • ETF Store first reported a position in UMB Financial in Q4 2023 and held it in 11 quarters.
  • ETF Store's UMB Financial position peaked at $344K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on ETF Store's 13F filing for Q3 2026, filed 19 Oct 2026.