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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
Q2 		$358K Buy
2,506
+113
+5% +$14.5K ﹤0.01% 614
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Greenleaf Trust's UMBF Position: Q2 2026 in Review

Greenleaf Trust increased its UMB Financial (UMBF) stake by 4.7% in Q2 2026, buying an estimated $14.5K and bringing the position to 2,506 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Greenleaf Trust first reported a position in UMBF in Q3 2024 and has held it in 8 quarters since. 69 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Greenleaf Trust held 2,506 shares of UMB Financial worth $358K as of Q2 2026.
  • Greenleaf Trust bought 113 UMB Financial shares in Q2 2026, an estimated $14.5K.
  • UMB Financial made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #614 holding.
  • Greenleaf Trust first reported a position in UMB Financial in Q3 2024 and has held it in 8 quarters since.
  • 69 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.