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UMBF icon

FORA Capital’s UMB Financial UMBF Stock Holding History

FORA Capital’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
2025
Q3 		– Sell
-8,900
Closed -$936K – 676
2025
Q2 		$936K Buy
8,900
+5,864
+193% +$585K 0.1% 230
2025
Q1 		$307K Buy
+3,036
New +$335K 0.03% 396
2023
Q1 		– Sell
-2,758
Closed -$230K – 706
2022
Q4 		$230K Buy
+2,758
New +$232K 0.04% 422
2020
Q1 		– Sell
-918
Closed -$63K – 1359
2019
Q4 		$63K Buy
+918
New +$60.9K 0.01% 863

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FORA Capital's UMBF Position: Q3 2025 in Review

FORA Capital sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 8,900 shares — an estimated $936K sold.

FORA Capital first reported a position in UMBF in Q4 2019 and held it in 4 quarters. The position peaked at $936K in Q2 2025. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • FORA Capital reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • FORA Capital sold 8,900 UMB Financial shares in Q3 2025, an estimated $936K.
  • FORA Capital first reported a position in UMB Financial in Q4 2019 and held it in 4 quarters.
  • FORA Capital's UMB Financial position peaked at $936K in Q2 2025.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.