GS
UMBF icon

GTS Securities’s UMB Financial UMBF Stock Holding History

GTS Securities’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 		$206K Sell
1,445
-2,132
-60% -$274K ﹤0.01% 1192
2026
Q1 		$403K Buy
+3,577
New +$431K 0.01% 885
2025
Q4 		– Sell
-2,984
Closed -$353K – 1804
2025
Q3 		$353K Buy
2,984
+567
+23% +$65.3K 0.01% 929
2025
Q2 		$254K Sell
2,417
-1,278
-35% -$127K 0.01% 1000
2025
Q1 		$374K Sell
3,695
-555
-13% -$61.2K 0.02% 842
2024
Q4 		$480K Buy
+4,250
New +$491K 0.02% 625

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

GTS Securities's UMBF Position: Q2 2026 in Review

GTS Securities reduced its UMB Financial (UMBF) stake by 60% in Q2 2026, selling an estimated $274K and leaving 1,445 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

GTS Securities first reported a position in UMBF in Q4 2024 and has held it in 6 quarters since. The position peaked at $480K in Q4 2024. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • GTS Securities held 1,445 shares of UMB Financial worth $206K as of Q2 2026.
  • GTS Securities sold 2,132 UMB Financial shares in Q2 2026, an estimated $274K.
  • UMB Financial made up ﹤0.01% of GTS Securities's portfolio in Q2 2026, its #1192 holding.
  • GTS Securities first reported a position in UMB Financial in Q4 2024 and has held it in 6 quarters since.
  • GTS Securities's UMB Financial position peaked at $480K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on GTS Securities's 13F filing for Q2 2026, filed 14 Aug 2026.