Lazard Asset Management
UMBF icon

Lazard Asset Management’s UMB Financial UMBF Stock Holding History

Lazard Asset Management’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
-1,201
Closed -$126K – 2333
2025
Q2 		$126K Sell
1,201
-41
-3% -$4.09K ﹤0.01% 1810
2025
Q1 		$125K Sell
1,242
-156
-11% -$17.2K ﹤0.01% 1746
2024
Q4 		$157K Buy
1,398
+42
+3% +$4.86K ﹤0.01% 1677
2024
Q3 		$142K Sell
1,356
-6,002
-82% -$585K ﹤0.01% 1691
2024
Q2 		$613K Buy
7,358
+2,590
+54% +$212K ﹤0.01% 1123
2024
Q1 		$414K Buy
4,768
+2,985
+167% +$243K ﹤0.01% 1096
2023
Q4 		$148K Buy
+1,783
New +$125K ﹤0.01% 1504
2023
Q2 		– Sell
-355
Closed -$20K – 2547
2023
Q1 		$20K Buy
+355
New +$28.9K ﹤0.01% 2059
2022
Q4 		– Sell
-304
Closed -$25K – 2575
2022
Q3 		$25K Hold
304
– – ﹤0.01% 2034
2022
Q2 		$26K Buy
+304
New +$27.6K ﹤0.01% 2065
2022
Q1 		– Sell
-515
Closed -$54K – 2536
2021
Q4 		$54K Buy
515
+236
+85% +$24.3K ﹤0.01% 1707
2021
Q3 		$26K Sell
279
-29
-9% -$2.65K ﹤0.01% 1955
2021
Q2 		$28K Hold
308
– – ﹤0.01% 1797
2021
Q1 		$28K Buy
+308
New +$25.4K ﹤0.01% 1674
2018
Q2 		– Sell
-22,962
Closed -$1.66M – 1117
2018
Q1 		$1.66M Buy
+22,962
New +$1.72M ﹤0.01% 659

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

Lazard Asset Management's UMBF Position: Q3 2025 in Review

Lazard Asset Management sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 1,201 shares — an estimated $126K sold.

Lazard Asset Management first reported a position in UMBF in Q1 2018 and held it in 15 quarters. The position peaked at $1.66M in Q1 2018. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Lazard Asset Management reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 1,201 UMB Financial shares in Q3 2025, an estimated $126K.
  • Lazard Asset Management first reported a position in UMB Financial in Q1 2018 and held it in 15 quarters.
  • Lazard Asset Management's UMB Financial position peaked at $1.66M in Q1 2018.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.