HF
UMBF icon

HRT Financial’s UMB Financial UMBF Stock Holding History

HRT Financial’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 		– Sell
-10,662
Closed -$1.23M – 4770
2025
Q4 		$1.23M Sell
10,662
-7,433
-41% -$842K ﹤0.01% 1609
2025
Q3 		$2.14M Buy
+18,095
New +$2.09M 0.01% 1111
2025
Q1 		– Sell
-3,850
Closed -$434K – 3431
2024
Q4 		$434K Buy
+3,850
New +$445K ﹤0.01% 1532
2024
Q3 		– Sell
-17,489
Closed -$1.46M – 3163
2024
Q2 		$1.46M Buy
+17,489
New +$1.43M 0.01% 854
2024
Q1 		– Sell
-9,418
Closed -$786K – 3128
2023
Q4 		$786K Sell
9,418
-175,312
-95% -$12.3M 0.01% 1101
2023
Q3 		$11.5M Buy
+184,730
New +$12M 0.11% 115
2023
Q2 		– Sell
-48,328
Closed -$2.79M – 3307
2023
Q1 		$2.79M Buy
48,328
+27,259
+129% +$2.22M 0.03% 449
2022
Q4 		$1.76M Sell
21,069
-5,469
-21% -$460K 0.02% 655
2022
Q3 		$2.24M Buy
26,538
+1,030
+4% +$93.2K 0.02% 562
2022
Q2 		$2.2M Buy
+25,508
New +$2.31M 0.02% 532
2022
Q1 		– Sell
-55,448
Closed -$5.88M – 3901
2021
Q4 		$5.88M Sell
55,448
-82,227
-60% -$8.48M 0.03% 241
2021
Q3 		$13.3M Buy
+137,675
New +$12.6M 0.08% 117
2021
Q1 		– Sell
-10,747
Closed -$741K – 3167
2020
Q4 		$741K Buy
+10,747
New +$689K 0.01% 817
2020
Q3 		– Sell
-13,240
Closed -$682K – 2381
2020
Q2 		$682K Buy
+13,240
New +$649K 0.02% 662
2020
Q1 		– Sell
-95,087
Closed -$6.53M – 1373
2019
Q4 		$6.53M Buy
95,087
+83,549
+724% +$5.54M 0.28% 58
2019
Q3 		$745K Buy
+11,538
New +$746K 0.04% 480

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

HRT Financial's UMBF Position: Q1 2026 in Review

HRT Financial sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 10,662 shares — an estimated $1.23M sold.

HRT Financial first reported a position in UMBF in Q3 2019 and held it in 16 quarters. The position peaked at $13.3M in Q3 2021. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • HRT Financial reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 10,662 UMB Financial shares in Q1 2026, an estimated $1.23M.
  • HRT Financial first reported a position in UMB Financial in Q3 2019 and held it in 16 quarters.
  • HRT Financial's UMB Financial position peaked at $13.3M in Q3 2021.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.