James T. Borello
UMBF icon

James T. Borello’s UMB Financial UMBF Stock Holding History

James T. Borello’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
Q3 		$3.77K Sell
29
-2
-6% -$285 ﹤0.01% 843
2026
Q2 		$4.43K Buy
31
+4
+15% +$514 ﹤0.01% 822
2026
Q1 		$3.04K Buy
27
+1
+4% +$120 ﹤0.01% 861
2025
Q4 		$2.99K Buy
+26
New +$2.94K ﹤0.01% 696

Other funds holding UMBF

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Powszechne Towarzystwo Emerytalne Allianz Polska
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $373M AUM 32.62% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

James T. Borello's UMBF Position: Q3 2026 in Review

James T. Borello reduced its UMB Financial (UMBF) stake by 6.5% in Q3 2026, selling an estimated $285 and leaving 29 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

James T. Borello first reported a position in UMBF in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.43K in Q2 2026. 140 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • James T. Borello held 29 shares of UMB Financial worth $3.77K as of Q3 2026.
  • James T. Borello sold 2 UMB Financial shares in Q3 2026, an estimated $285.
  • UMB Financial made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #843 holding.
  • James T. Borello first reported a position in UMB Financial in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's UMB Financial position peaked at $4.43K in Q2 2026.
  • 140 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.