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Fiduciary Trust’s UMB Financial UMBF Stock Holding History

Fiduciary Trust’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 		$701K Sell
6,218
-1,423
-19% -$171K 0.01% 487
2025
Q4 		$879K Sell
7,641
-121
-2% -$13.7K 0.01% 443
2025
Q3 		$919K Buy
7,762
+2,777
+56% +$320K 0.01% 426
2025
Q2 		$524K Buy
4,985
+898
+22% +$89.5K 0.01% 527
2025
Q1 		$413K Buy
4,087
+1,704
+72% +$188K 0.01% 564
2024
Q4 		$269K Buy
+2,383
New +$276K ﹤0.01% 599

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

Fiduciary Trust's UMBF Position: Q1 2026 in Review

Fiduciary Trust reduced its UMB Financial (UMBF) stake by 19% in Q1 2026, selling an estimated $171K and leaving 6,218 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #487.

Fiduciary Trust first reported a position in UMBF in Q4 2024 and has held it in 6 quarters since. The position peaked at $919K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Fiduciary Trust held 6,218 shares of UMB Financial worth $701K as of Q1 2026.
  • Fiduciary Trust sold 1,423 UMB Financial shares in Q1 2026, an estimated $171K.
  • UMB Financial made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #487 holding.
  • Fiduciary Trust first reported a position in UMB Financial in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Trust's UMB Financial position peaked at $919K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.