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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
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 $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

GTS Securities's UMBF Position: Q1 2026 in Review

GTS Securities opened a new position in UMB Financial (UMBF) in Q1 2026: 3,577 shares worth $403K. The stake represents 0.01% of the portfolio and ranks #885 among its holdings. This is a return to the name: GTS Securities previously reported a position in UMBF as recently as Q3 2025.

GTS Securities first reported a position in UMBF in Q4 2024 and has held it in 5 quarters since. The position peaked at $480K in Q4 2024. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • GTS Securities held 3,577 shares of UMB Financial worth $403K as of Q1 2026.
  • UMB Financial was a new GTS Securities position in Q1 2026.
  • UMB Financial made up 0.01% of GTS Securities's portfolio in Q1 2026, its #885 holding.
  • GTS Securities first reported a position in UMB Financial in Q4 2024 and has held it in 5 quarters since.
  • GTS Securities's UMB Financial position peaked at $480K in Q4 2024.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on GTS Securities's 13F filing for Q1 2026, filed 15 May 2026.