Miramar Capital’s UMB Financial UMBF Stock Holding History

Miramar Capital’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 Q3	–	Sell	-3,530	Closed	-$371K	–	60
2025 Q2	$371K	Buy	+3,530	New	+$352K	0.09%	49

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Miramar Capital's UMBF Position: Q3 2025 in Review

Miramar Capital sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 3,530 shares — an estimated $371K sold.

Miramar Capital first reported a position in UMBF in Q2 2025 and held it in 1 quarter. The position peaked at $371K in Q2 2025. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

Miramar Capital reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
Miramar Capital sold 3,530 UMB Financial shares in Q3 2025, an estimated $371K.
Miramar Capital first reported a position in UMB Financial in Q2 2025 and held it in 1 quarter.
Miramar Capital's UMB Financial position peaked at $371K in Q2 2025.
404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Miramar Capital's 13F filing for Q3 2025, filed 12 Nov 2025.