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Leonteq Securities AG’s UMB Financial UMBF Stock Holding History

Leonteq Securities AG’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
-1,226
Closed -$145K – 1523
2025
Q3 		$145K Sell
1,226
-1,087
-47% -$125K ﹤0.01% 663
2025
Q2 		$243K Buy
2,313
+1
+0% +$100 0.01% 525
2025
Q1 		$234K Buy
2,312
+862
+59% +$95K 0.01% 511
2024
Q4 		$164K Buy
+1,450
New +$168K 0.01% 588

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

Leonteq Securities AG's UMBF Position: Q4 2025 in Review

Leonteq Securities AG sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 1,226 shares — an estimated $145K sold.

Leonteq Securities AG first reported a position in UMBF in Q4 2024 and held it in 4 quarters. The position peaked at $243K in Q2 2025. 412 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Leonteq Securities AG reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
  • Leonteq Securities AG sold 1,226 UMB Financial shares in Q4 2025, an estimated $145K.
  • Leonteq Securities AG first reported a position in UMB Financial in Q4 2024 and held it in 4 quarters.
  • Leonteq Securities AG's UMB Financial position peaked at $243K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Leonteq Securities AG's 13F filing for Q4 2025, filed 6 Feb 2026.