First Citizens Bank & Trust’s UMB Financial UMBF Stock Holding History

First Citizens Bank & 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 Q2	$1.02M	Sell	7,122 -150	-2%	-$19.3K	0.02%	321
2026 Q1	$820K	Buy	7,272 +125	+2%	+$15K	0.02%	336
2025 Q4	$822K	Buy	7,147 +167	+2%	+$18.9K	0.02%	327
2025 Q3	$826K	Buy	6,980 +378	+6%	+$43.6K	0.02%	324
2025 Q2	$694K	Buy	+6,602	New	+$658K	0.01%	353
2018 Q2	–	Sell	-4,181	Closed	-$303K	–	457
2018 Q1	$303K	Buy	+4,181	New	+$313K	0.04%	311

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

First Citizens Bank & Trust's UMBF Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its UMB Financial (UMBF) stake by 2.1% in Q2 2026, selling an estimated $19.3K and leaving 7,122 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #321.

First Citizens Bank & Trust first reported a position in UMBF in Q1 2018 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

First Citizens Bank & Trust held 7,122 shares of UMB Financial worth $1.02M as of Q2 2026.
First Citizens Bank & Trust sold 150 UMB Financial shares in Q2 2026, an estimated $19.3K.
UMB Financial made up 0.02% of First Citizens Bank & Trust's portfolio in Q2 2026, its #321 holding.
First Citizens Bank & Trust first reported a position in UMB Financial in Q1 2018 and has held it in 6 quarters since.
484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.