HSBC Holdings’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Buy |
13,355
+9,932
| +290% | +$1.2M | ﹤0.01% | 1659 |
|
|
2025
Q4 | $394K | Sell |
3,423
-148
| -4% | -$16.8K | ﹤0.01% | 2414 |
|
|
2025
Q3 | $423K | Sell |
3,571
-1,561
| -30% | -$180K | ﹤0.01% | 2186 |
|
|
2025
Q2 | $541K | Sell |
5,132
-2,587
| -34% | -$258K | ﹤0.01% | 2113 |
|
|
2025
Q1 | $777K | Buy |
7,719
+328
| +4% | +$36.2K | ﹤0.01% | 1866 |
|
|
2024
Q4 | $837K | Buy |
7,391
+2,486
| +51% | +$287K | ﹤0.01% | 1896 |
|
|
2024
Q3 | $517K | Sell |
4,905
-1,407
| -22% | -$137K | ﹤0.01% | 1990 |
|
|
2024
Q2 | $524K | Sell |
6,312
-9,020
| -59% | -$740K | ﹤0.01% | 1948 |
|
|
2024
Q1 | $1.33M | Buy |
15,332
+1,511
| +11% | +$123K | ﹤0.01% | 1663 |
|
|
2023
Q4 | $1.16M | Sell |
13,821
-4,470
| -24% | -$314K | ﹤0.01% | 1705 |
|
|
2023
Q3 | $1.14M | Buy |
18,291
+13,475
| +280% | +$875K | ﹤0.01% | 1669 |
|
|
2023
Q2 | $295K | Buy |
+4,816
| New | +$287K | ﹤0.01% | 2160 |
|
|
2023
Q1 | – | Sell |
-13,425
| Closed | -$1.12M | – | 3060 |
|
|
2022
Q4 | $1.12M | Buy |
13,425
+4,612
| +52% | +$388K | ﹤0.01% | 1914 |
|
|
2022
Q3 | $756K | Sell |
8,813
-13,875
| -61% | -$1.26M | ﹤0.01% | 1971 |
|
|
2022
Q2 | $1.96M | Buy |
22,688
+13,451
| +146% | +$1.22M | ﹤0.01% | 1595 |
|
|
2022
Q1 | $903K | Buy |
9,237
+5,797
| +169% | +$592K | ﹤0.01% | 2013 |
|
|
2021
Q4 | $365K | Buy |
3,440
+528
| +18% | +$54.5K | ﹤0.01% | 2651 |
|
|
2021
Q3 | $284K | Sell |
2,912
-5,085
| -64% | -$464K | ﹤0.01% | 2581 |
|
|
2021
Q2 | $741K | Sell |
7,997
-1,340
| -14% | -$127K | ﹤0.01% | 1930 |
|
|
2021
Q1 | $863K | Buy |
+9,337
| New | +$771K | ﹤0.01% | 1679 |
|
|
2020
Q2 | – | Sell |
-6,884
| Closed | -$320K | – | 2873 |
|
|
2020
Q1 | $320K | Hold |
6,884
| – | – | ﹤0.01% | 2023 |
|
|
2019
Q4 | $469K | Buy |
6,884
+2,697
| +64% | +$179K | ﹤0.01% | 2260 |
|
|
2019
Q3 | $271K | Sell |
4,187
-876
| -17% | -$56.6K | ﹤0.01% | 2692 |
|
|
2019
Q2 | $333K | Sell |
5,063
-255
| -5% | -$16.8K | ﹤0.01% | 2260 |
|
|
2019
Q1 | $340K | Buy |
5,318
+1,973
| +59% | +$130K | ﹤0.01% | 2284 |
|
|
2018
Q4 | $204K | Sell |
3,345
-88
| -3% | -$5.71K | ﹤0.01% | 2473 |
|
|
2018
Q3 | $243K | Buy |
3,433
+47
| +1% | +$3.53K | ﹤0.01% | 2328 |
|
|
2018
Q2 | $258K | Sell |
3,386
-3,602
| -52% | -$277K | ﹤0.01% | 2344 |
|
|
2018
Q1 | $507K | Buy |
6,988
+3,504
| +101% | +$262K | ﹤0.01% | 1925 |
|
|
2017
Q4 | $251K | Buy |
+3,484
| New | +$256K | ﹤0.01% | 1807 |
|
|
2017
Q1 | – | Sell |
-9,410
| Closed | -$726K | – | 2596 |
|
|
2016
Q4 | $726K | Buy |
+9,410
| New | +$654K | ﹤0.01% | 1576 |
|
Other funds holding UMBF
UB
VPM
VCM
HSBC Holdings's UMBF Position: Q1 2026 in Review
HSBC Holdings increased its UMB Financial (UMBF) stake by 290% in Q1 2026, buying an estimated $1.2M and bringing the position to 13,355 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1659.
HSBC Holdings first reported a position in UMBF in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.96M in Q2 2022. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.
- HSBC Holdings held 13,355 shares of UMB Financial worth $1.51M as of Q1 2026.
- HSBC Holdings bought 9,932 UMB Financial shares in Q1 2026, an estimated $1.2M.
- UMB Financial made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1659 holding.
- HSBC Holdings first reported a position in UMB Financial in Q4 2016 and has held it in 31 quarters since.
- HSBC Holdings's UMB Financial position peaked at $1.96M in Q2 2022.
- 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.
Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.