Midwest Trust
UMBF icon

Midwest Trust’s UMB Financial UMBF Stock Holding History

Midwest 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
Q3 		$6.11M Sell
47,021
-60
-0.1% -$8.56K 0.07% 193
2026
Q2 		$6.72M Sell
47,081
-1,335
-3% -$172K 0.08% 189
2026
Q1 		$5.46M Sell
48,416
-1,240
-2% -$149K 0.07% 199
2025
Q4 		$5.71M Sell
49,656
-1,480
-3% -$168K 0.07% 199
2025
Q3 		$6.05M Sell
51,136
-70
-0.1% -$8.07K 0.08% 191
2025
Q2 		$5.38M Buy
+51,206
New +$5.11M 0.07% 199

Other funds holding UMBF

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Powszechne Towarzystwo Emerytalne Allianz Polska
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $373M AUM 32.62% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Midwest Trust's UMBF Position: Q3 2026 in Review

Midwest Trust reduced its UMB Financial (UMBF) stake by 0.13% in Q3 2026, selling an estimated $8.56K and leaving 47,021 shares worth $6.11M. The position accounts for 0.07% of the portfolio, ranked #193.

Midwest Trust first reported a position in UMBF in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.72M in Q2 2026. 91 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Midwest Trust held 47,021 shares of UMB Financial worth $6.11M as of Q3 2026.
  • Midwest Trust sold 60 UMB Financial shares in Q3 2026, an estimated $8.56K.
  • UMB Financial made up 0.07% of Midwest Trust's portfolio in Q3 2026, its #193 holding.
  • Midwest Trust first reported a position in UMB Financial in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's UMB Financial position peaked at $6.72M in Q2 2026.
  • 91 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.