FFM
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Forum Financial Management’s UMB Financial UMBF Stock Holding History

Forum Financial Management’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 		– Sell
-2,722
Closed -$313K – 961
2025
Q4 		$313K Buy
2,722
+3
+0.1% +$340 ﹤0.01% 728
2025
Q3 		$322K Buy
2,719
+6
+0.2% +$692 ﹤0.01% 702
2025
Q2 		$285K Hold
2,713
– – ﹤0.01% 701
2025
Q1 		$274K Buy
+2,713
New +$299K ﹤0.01% 639

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Forum Financial Management's UMBF Position: Q1 2026 in Review

Forum Financial Management sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 2,722 shares — an estimated $313K sold.

Forum Financial Management first reported a position in UMBF in Q1 2025 and held it in 4 quarters. The position peaked at $322K in Q3 2025. 452 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Forum Financial Management reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,722 UMB Financial shares in Q1 2026, an estimated $313K.
  • Forum Financial Management first reported a position in UMB Financial in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's UMB Financial position peaked at $322K in Q3 2025.
  • 452 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.