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MassMutual Private Wealth & Trust’s UMB Financial UMBF Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$17.7K Sell
124
-11
-8% -$1.41K ﹤0.01% 1156
2026
Q1 		$15.2K Buy
135
+5
+4% +$602 ﹤0.01% 1213
2025
Q4 		$15K Hold
130
– – ﹤0.01% 1235
2025
Q3 		$15.4K Sell
130
-15
-10% -$1.73K ﹤0.01% 1226
2025
Q2 		$15.2K Hold
145
– – ﹤0.01% 1212
2025
Q1 		$14.7K Buy
145
+82
+130% +$9.04K ﹤0.01% 1153
2024
Q4 		$7.11K Buy
63
+3
+5% +$347 ﹤0.01% 1395
2024
Q3 		$6.31K Hold
60
– – ﹤0.01% 1290
2024
Q2 		$5K Sell
60
-2
-3% -$164 ﹤0.01% 1313
2024
Q1 		$5.39K Sell
62
-6
-9% -$488 ﹤0.01% 1247
2023
Q4 		$5.68K Hold
68
– – ﹤0.01% 1204
2023
Q3 		$4.22K Sell
68
-17
-20% -$1.1K ﹤0.01% 1303
2023
Q2 		$5.18K Buy
85
+61
+254% +$3.64K ﹤0.01% 1199
2023
Q1 		$1.39K Buy
24
+17
+243% +$1.38K ﹤0.01% 1516
2022
Q4 		$1K Sell
7
-19
-73% -$1.6K ﹤0.01% 1569
2022
Q3 		$2K Hold
26
– – ﹤0.01% 1300
2022
Q2 		$2K Hold
26
– – ﹤0.01% 1212
2022
Q1 		$3K Buy
26
+7
+37% +$714 ﹤0.01% 1094
2021
Q4 		$2K Hold
19
– – ﹤0.01% 1132
2021
Q3 		$2K Buy
+19
New +$1.73K ﹤0.01% 1096
2019
Q1 		– Sell
-18
Closed -$1.1K – 996
2018
Q4 		$1.1K Hold
18
– – ﹤0.01% 899
2018
Q3 		$1.28K Hold
18
– – ﹤0.01% 877
2018
Q2 		$1.37K Hold
18
– – ﹤0.01% 943
2018
Q1 		$1.3K Hold
18
– – ﹤0.01% 899
2017
Q4 		$1.29K Buy
+18
New +$1.32K ﹤0.01% 807

Other funds holding UMBF

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's UMBF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its UMB Financial (UMBF) stake by 8.1% in Q2 2026, selling an estimated $1.41K and leaving 124 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

MassMutual Private Wealth & Trust first reported a position in UMBF in Q4 2017 and has held it in 25 quarters since. 155 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • MassMutual Private Wealth & Trust held 124 shares of UMB Financial worth $17.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 11 UMB Financial shares in Q2 2026, an estimated $1.41K.
  • UMB Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1156 holding.
  • MassMutual Private Wealth & Trust first reported a position in UMB Financial in Q4 2017 and has held it in 25 quarters since.
  • 155 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.