FGP
UMBF icon

Freestone Grove Partners’s UMB Financial UMBF Stock Holding History

Freestone Grove Partners’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 		$5.66M Buy
+50,160
New +$6.04M 0.04% 318
2025
Q4 		– Sell
-247,558
Closed -$29.3M – 953
2025
Q3 		$29.3M Buy
+247,558
New +$28.5M 0.22% 161
2025
Q2 		– Sell
-749,507
Closed -$75.8M – 861
2025
Q1 		$75.8M Buy
749,507
+322,117
+75% +$35.5M 0.78% 23
2024
Q4 		$48.2M Buy
+427,390
New +$49.4M 0.59% 55

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

Freestone Grove Partners's UMBF Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in UMB Financial (UMBF) in Q1 2026: 50,160 shares worth $5.66M. The stake represents 0.04% of the portfolio and ranks #318 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in UMBF as recently as Q3 2025.

Freestone Grove Partners first reported a position in UMBF in Q4 2024 and has held it in 4 quarters since. The position peaked at $75.8M in Q1 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Freestone Grove Partners held 50,160 shares of UMB Financial worth $5.66M as of Q1 2026.
  • UMB Financial was a new Freestone Grove Partners position in Q1 2026.
  • UMB Financial made up 0.04% of Freestone Grove Partners's portfolio in Q1 2026, its #318 holding.
  • Freestone Grove Partners first reported a position in UMB Financial in Q4 2024 and has held it in 4 quarters since.
  • Freestone Grove Partners's UMB Financial position peaked at $75.8M in Q1 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.