First Western Trust Bank’s UMB Financial UMBF Stock Holding History

First Western Trust Bank’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	$211K	Buy	+1,475	New	+$190K	0.01%	210

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

First Western Trust Bank opened a new position in UMB Financial (UMBF) in Q2 2026: 1,475 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings.

150 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

First Western Trust Bank held 1,475 shares of UMB Financial worth $211K as of Q2 2026.
UMB Financial was a new First Western Trust Bank position in Q2 2026.
UMB Financial made up 0.01% of First Western Trust Bank's portfolio in Q2 2026, its #210 holding.
150 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.