GRP
UMBF icon

Global Retirement Partners’s UMB Financial UMBF Stock Holding History

Global Retirement 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
2025
Q4 		$46.6K Buy
405
+327
+419% +$37K ﹤0.01% 2396
2025
Q3 		$9.24K Buy
78
+5
+7% +$576 ﹤0.01% 2738
2025
Q2 		$7.68K Buy
+73
New +$7.28K ﹤0.01% 2723
2024
Q4 		$5.19K Buy
46
+6
+15% +$694 ﹤0.01% 2665
2024
Q3 		$4.2K Hold
40
– – ﹤0.01% 2641
2024
Q2 		$3.34K Buy
+40
New +$3.28K ﹤0.01% 2785
2022
Q4 		– Sell
-3
Closed – – 3098
2022
Q3 		$0 Hold
3
– – ﹤0.01% 2990
2022
Q2 		$0 Buy
+3
New +$272 ﹤0.01% 2892

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Global Retirement Partners's UMBF Position: Q4 2025 in Review

Global Retirement Partners increased its UMB Financial (UMBF) stake by 419% in Q4 2025, buying an estimated $37K and bringing the position to 405 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

Global Retirement Partners first reported a position in UMBF in Q2 2022 and has held it in 8 quarters since. 411 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Global Retirement Partners held 405 shares of UMB Financial worth $46.6K as of Q4 2025.
  • Global Retirement Partners bought 327 UMB Financial shares in Q4 2025, an estimated $37K.
  • UMB Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2396 holding.
  • Global Retirement Partners first reported a position in UMB Financial in Q2 2022 and has held it in 8 quarters since.
  • 411 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.