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Knights of Columbus Asset Advisors’s UMB Financial UMBF Stock Holding History

Knights of Columbus Asset Advisors’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
-21,261
Closed -$2.52M – 418
2025
Q3 		$2.52M Buy
21,261
+858
+4% +$98.9K 0.14% 157
2025
Q2 		$2.15M Sell
20,403
-409
-2% -$40.8K 0.13% 172
2025
Q1 		$2.1M Buy
20,812
+549
+3% +$60.5K 0.14% 155
2024
Q4 		$2.29M Buy
+20,263
New +$2.34M 0.15% 178

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.9B AUM 29.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Knights of Columbus Asset Advisors's UMBF Position: Q4 2025 in Review

Knights of Columbus Asset Advisors sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 21,261 shares — an estimated $2.52M sold.

Knights of Columbus Asset Advisors first reported a position in UMBF in Q4 2024 and held it in 4 quarters. The position peaked at $2.52M in Q3 2025. 412 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Knights of Columbus Asset Advisors reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 21,261 UMB Financial shares in Q4 2025, an estimated $2.52M.
  • Knights of Columbus Asset Advisors first reported a position in UMB Financial in Q4 2024 and held it in 4 quarters.
  • Knights of Columbus Asset Advisors's UMB Financial position peaked at $2.52M in Q3 2025.
  • 412 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Knights of Columbus Asset Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.