MFG
UMBF icon

MidWestOne Financial Group’s UMB Financial UMBF Stock Holding History

MidWestOne Financial Group’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 		$6.44M Sell
55,956
-165
-0.3% -$18.7K 0.71% 22
2025
Q3 		$6.64M Hold
56,121
– – 0.81% 20
2025
Q2 		$5.9M Hold
56,121
– – 0.77% 19
2025
Q1 		$5.67M Buy
+56,121
New +$6.19M 0.81% 16

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

MidWestOne Financial Group's UMBF Position: Q4 2025 in Review

MidWestOne Financial Group reduced its UMB Financial (UMBF) stake by 0.29% in Q4 2025, selling an estimated $18.7K and leaving 55,956 shares worth $6.44M. The position accounts for 0.71% of the portfolio, ranked #22.

MidWestOne Financial Group first reported a position in UMBF in Q1 2025 and has held it in 4 quarters since. The position peaked at $6.64M in Q3 2025. 412 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • MidWestOne Financial Group held 55,956 shares of UMB Financial worth $6.44M as of Q4 2025.
  • MidWestOne Financial Group sold 165 UMB Financial shares in Q4 2025, an estimated $18.7K.
  • UMB Financial made up 0.71% of MidWestOne Financial Group's portfolio in Q4 2025, its #22 holding.
  • MidWestOne Financial Group first reported a position in UMB Financial in Q1 2025 and has held it in 4 quarters since.
  • MidWestOne Financial Group's UMB Financial position peaked at $6.64M in Q3 2025.
  • 412 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.