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UMBF icon

Inspire Investing’s UMB Financial UMBF Stock Holding History

Inspire Investing’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
Q3 		– Sell
-3,698
Closed -$389K – 940
2025
Q2 		$389K Buy
3,698
+297
+9% +$29.6K 0.04% 585
2025
Q1 		$344K Sell
3,401
-143
-4% -$15.8K 0.04% 538
2024
Q4 		$400K Sell
3,544
-390
-10% -$45.1K 0.04% 633
2024
Q3 		$414K Sell
3,934
-281
-7% -$27.4K 0.04% 474
2024
Q2 		$352K Buy
4,215
+96
+2% +$7.87K 0.04% 576
2024
Q1 		$358K Sell
4,119
-469
-10% -$38.1K 0.04% 604
2023
Q4 		$383K Sell
4,588
-349
-7% -$24.5K 0.04% 609
2023
Q3 		$306K Sell
4,937
-242
-5% -$15.7K 0.04% 619
2023
Q2 		$315K Buy
5,179
+416
+9% +$24.8K 0.04% 464
2023
Q1 		$275K Buy
4,763
+1,956
+70% +$159K 0.04% 455
2022
Q4 		$234K Buy
2,807
+355
+14% +$29.8K 0.03% 705
2022
Q3 		$207K Sell
2,452
-15
-0.6% -$1.36K 0.03% 556
2022
Q2 		$212K Buy
2,467
+39
+2% +$3.54K 0.03% 596
2022
Q1 		$236K Buy
2,428
+85
+4% +$8.68K 0.03% 530
2021
Q4 		$249K Sell
2,343
-99
-4% -$10.2K 0.03% 540
2021
Q3 		$236K Buy
+2,442
New +$223K 0.03% 471

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Inspire Investing's UMBF Position: Q3 2025 in Review

Inspire Investing sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 3,698 shares — an estimated $389K sold.

Inspire Investing first reported a position in UMBF in Q3 2021 and held it in 16 quarters. The position peaked at $414K in Q3 2024. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Inspire Investing reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Inspire Investing sold 3,698 UMB Financial shares in Q3 2025, an estimated $389K.
  • Inspire Investing first reported a position in UMB Financial in Q3 2021 and held it in 16 quarters.
  • Inspire Investing's UMB Financial position peaked at $414K in Q3 2024.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Inspire Investing's 13F filing for Q3 2025, filed 15 Oct 2025.