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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Midwest Trust's UMBF Position: Q2 2026 in Review

Midwest Trust reduced its UMB Financial (UMBF) stake by 2.8% in Q2 2026, selling an estimated $172K and leaving 47,081 shares worth $6.72M. The position accounts for 0.08% of the portfolio, ranked #189.

Midwest Trust first reported a position in UMBF in Q2 2025 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Midwest Trust held 47,081 shares of UMB Financial worth $6.72M as of Q2 2026.
  • Midwest Trust sold 1,335 UMB Financial shares in Q2 2026, an estimated $172K.
  • UMB Financial made up 0.08% of Midwest Trust's portfolio in Q2 2026, its #189 holding.
  • Midwest Trust first reported a position in UMB Financial in Q2 2025 and has held it in 5 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.