HFO
UMBF icon

Heritage Family Offices’s UMB Financial UMBF Stock Holding History

Heritage Family Offices’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 		– Sell
-1,837
Closed -$217K – 218
2025
Q3 		$217K Sell
1,837
-378
-17% -$43.6K 0.1% 180
2025
Q2 		$222K Hold
2,215
– – 0.11% 164
2025
Q1 		$224K Buy
2,215
+156
+8% +$17.2K 0.11% 161
2024
Q4 		$232K Buy
2,059
+125
+6% +$14.5K 0.12% 166
2024
Q3 		$203K Buy
+1,934
New +$189K 0.11% 175

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

Heritage Family Offices's UMBF Position: Q4 2025 in Review

Heritage Family Offices sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 1,837 shares — an estimated $217K sold.

Heritage Family Offices first reported a position in UMBF in Q3 2024 and held it in 5 quarters. The position peaked at $232K in Q4 2024. 411 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Heritage Family Offices reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
  • Heritage Family Offices sold 1,837 UMB Financial shares in Q4 2025, an estimated $217K.
  • Heritage Family Offices first reported a position in UMB Financial in Q3 2024 and held it in 5 quarters.
  • Heritage Family Offices's UMB Financial position peaked at $232K in Q4 2024.
  • 411 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.