GT
UMBF icon

Greenleaf Trust’s UMB Financial UMBF Stock Holding History

Greenleaf Trust’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 		$270K Buy
2,393
+25
+1% +$3.01K ﹤0.01% 686
2025
Q4 		$272K Sell
2,368
-32
-1% -$3.63K ﹤0.01% 691
2025
Q3 		$284K Buy
2,400
+69
+3% +$7.95K ﹤0.01% 661
2025
Q2 		$245K Sell
2,331
-196
-8% -$19.5K ﹤0.01% 703
2025
Q1 		$255K Buy
2,527
+322
+15% +$35.5K ﹤0.01% 695
2024
Q4 		$249K Sell
2,205
-16
-0.7% -$1.85K ﹤0.01% 718
2024
Q3 		$233K Buy
+2,221
New +$217K ﹤0.01% 748

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

Greenleaf Trust's UMBF Position: Q1 2026 in Review

Greenleaf Trust increased its UMB Financial (UMBF) stake by 1.1% in Q1 2026, buying an estimated $3.01K and bringing the position to 2,393 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Greenleaf Trust first reported a position in UMBF in Q3 2024 and has held it in 7 quarters since. The position peaked at $284K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Greenleaf Trust held 2,393 shares of UMB Financial worth $270K as of Q1 2026.
  • Greenleaf Trust bought 25 UMB Financial shares in Q1 2026, an estimated $3.01K.
  • UMB Financial made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #686 holding.
  • Greenleaf Trust first reported a position in UMB Financial in Q3 2024 and has held it in 7 quarters since.
  • Greenleaf Trust's UMB Financial position peaked at $284K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.