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Gallagher Fiduciary Advisors’s UMB Financial UMBF Stock Holding History

Gallagher Fiduciary Advisors’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 		$838K Sell
7,433
-754
-9% -$90.8K 0.03% 94
2025
Q4 		$942K Buy
8,187
+572
+8% +$64.8K 0.03% 106
2025
Q3 		$901K Buy
7,615
+93
+1% +$10.7K 0.03% 88
2025
Q2 		$791K Buy
7,522
+1,399
+23% +$140K 0.03% 107
2025
Q1 		$619K Buy
6,123
+354
+6% +$39K 0.02% 134
2024
Q4 		$651K Buy
5,769
+867
+18% +$100K 0.13% 111
2024
Q3 		$515K Buy
4,902
+1,184
+32% +$115K 0.1% 113
2024
Q2 		$310K Buy
+3,718
New +$305K 0.07% 153

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