Meritage Portfolio Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.2M | Buy |
10,410
+500
| +5% | +$56.6K | 0.08% | 173 |
|
|
2025
Q3 | $1.17M | Hold |
9,910
| – | – | 0.08% | 177 |
|
|
2025
Q2 | $1.04M | Hold |
9,910
| – | – | 0.07% | 187 |
|
|
2025
Q1 | $1M | Hold |
9,910
| – | – | 0.07% | 190 |
|
|
2024
Q4 | $1.12M | Sell |
9,910
-11,811
| -54% | -$1.37M | 0.07% | 189 |
|
|
2024
Q3 | $2.28M | Hold |
21,721
| – | – | 0.14% | 168 |
|
|
2024
Q2 | $1.81M | Hold |
21,721
| – | – | 0.11% | 175 |
|
|
2024
Q1 | $1.89M | Hold |
21,721
| – | – | 0.12% | 178 |
|
|
2023
Q4 | $1.81M | Hold |
21,721
| – | – | 0.12% | 176 |
|
|
2023
Q3 | $1.35M | Hold |
21,721
| – | – | 0.1% | 181 |
|
|
2023
Q2 | $1.32M | Hold |
21,721
| – | – | 0.09% | 182 |
|
|
2023
Q1 | $1.25M | Hold |
21,721
| – | – | 0.09% | 173 |
|
|
2022
Q4 | $1.81M | Sell |
21,721
-615
| -3% | -$51.7K | 0.14% | 177 |
|
|
2022
Q3 | $1.88M | Hold |
22,336
| – | – | 0.16% | 172 |
|
|
2022
Q2 | $1.92M | Hold |
22,336
| – | – | 0.15% | 167 |
|
|
2022
Q1 | $2.17M | Hold |
22,336
| – | – | 0.13% | 166 |
|
|
2021
Q4 | $2.37M | Hold |
22,336
| – | – | 0.13% | 152 |
|
|
2021
Q3 | $2.16M | Hold |
22,336
| – | – | 0.13% | 164 |
|
|
2021
Q2 | $2.08M | Sell |
22,336
-175
| -0.8% | -$16.6K | 0.13% | 178 |
|
|
2021
Q1 | $2.08M | Hold |
22,511
| – | – | 0.14% | 168 |
|
|
2020
Q4 | $1.55M | Sell |
22,511
-4,000
| -15% | -$257K | 0.11% | 183 |
|
|
2020
Q3 | $1.3M | Hold |
26,511
| – | – | 0.12% | 172 |
|
|
2020
Q2 | $1.37M | Buy |
26,511
+175
| +0.7% | +$8.58K | 0.13% | 159 |
|
|
2020
Q1 | $1.22M | Sell |
26,336
-467
| -2% | -$28.4K | 0.17% | 135 |
|
|
2019
Q4 | $1.84M | Hold |
26,803
| – | – | 0.16% | 172 |
|
|
2019
Q3 | $1.73M | Hold |
26,803
| – | – | 0.16% | 169 |
|
|
2019
Q2 | $1.76M | Sell |
26,803
-4,175
| -13% | -$275K | 0.18% | 139 |
|
|
2019
Q1 | $1.98M | Sell |
30,978
-350
| -1% | -$23.1K | 0.2% | 140 |
|
|
2018
Q4 | $1.91M | Buy |
31,328
+200
| +0.6% | +$13K | 0.22% | 136 |
|
|
2018
Q3 | $2.21M | Hold |
31,128
| – | – | 0.2% | 151 |
|
|
2018
Q2 | $2.37M | Hold |
31,128
| – | – | 0.23% | 156 |
|
|
2018
Q1 | $2.25M | Hold |
31,128
| – | – | 0.22% | 154 |
|
|
2017
Q4 | $2.24M | Buy |
31,128
+442
| +1% | +$32.5K | 0.21% | 153 |
|
|
2017
Q3 | $2.29M | Hold |
30,686
| – | – | 0.22% | 149 |
|
|
2017
Q2 | $2.3M | Hold |
30,686
| – | – | 0.24% | 149 |
|
|
2017
Q1 | $2.31M | Hold |
30,686
| – | – | 0.24% | 144 |
|
|
2016
Q4 | $2.37M | Sell |
30,686
-6,000
| -16% | -$417K | 0.26% | 142 |
|
|
2016
Q3 | $2.18M | Hold |
36,686
| – | – | 0.24% | 142 |
|
|
2016
Q2 | $1.95M | Hold |
36,686
| – | – | 0.22% | 144 |
|
|
2016
Q1 | $1.89M | Hold |
36,686
| – | – | 0.21% | 137 |
|
|
2015
Q4 | $1.71M | Hold |
36,686
| – | – | 0.19% | 156 |
|
|
2015
Q3 | $1.86M | Hold |
36,686
| – | – | 0.22% | 158 |
|
|
2015
Q2 | $2.09M | Hold |
36,686
| – | – | 0.22% | 166 |
|
|
2015
Q1 | $1.94M | Hold |
36,686
| – | – | 0.19% | 169 |
|
|
2014
Q4 | $2.09M | Hold |
36,686
| – | – | 0.22% | 169 |
|
|
2014
Q3 | $2M | Sell |
36,686
-158
| -0.4% | -$9.12K | 0.23% | 163 |
|
|
2014
Q2 | $2.34M | Hold |
36,844
| – | – | 0.25% | 165 |
|
|
2014
Q1 | $2.38M | Sell |
36,844
-276
| -0.7% | -$17.2K | 0.29% | 160 |
|
|
2013
Q4 | $2.39M | Hold |
37,120
| – | – | 0.3% | 158 |
|
|
2013
Q3 | $2.02M | Buy |
37,120
+276
| +0.7% | +$16.1K | 0.26% | 164 |
|
|
2013
Q2 | $2.05M | Buy |
+36,844
| New | +$1.88M | 0.29% | 157 |
|
Other funds holding UMBF
UB
Meritage Portfolio Management's UMBF Position: Q4 2025 in Review
Meritage Portfolio Management increased its UMB Financial (UMBF) stake by 5% in Q4 2025, buying an estimated $56.6K and bringing the position to 10,410 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #173.
Meritage Portfolio Management first reported a position in UMBF in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.39M in Q4 2013. 412 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.
- Meritage Portfolio Management held 10,410 shares of UMB Financial worth $1.2M as of Q4 2025.
- Meritage Portfolio Management bought 500 UMB Financial shares in Q4 2025, an estimated $56.6K.
- UMB Financial made up 0.08% of Meritage Portfolio Management's portfolio in Q4 2025, its #173 holding.
- Meritage Portfolio Management first reported a position in UMB Financial in Q2 2013 and has held it in 51 quarters since.
- Meritage Portfolio Management's UMB Financial position peaked at $2.39M in Q4 2013.
- 412 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.
Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.