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Monument Capital Management’s UMB Financial UMBF Stock Holding History

Monument Capital Management’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
-2,142
Closed -$225K – 258
2025
Q2 		$225K Sell
2,142
-221
-9% -$22K 0.06% 205
2025
Q1 		$239K Sell
2,363
-557
-19% -$61.4K 0.07% 174
2024
Q4 		$330K Buy
2,920
+255
+10% +$29.5K 0.09% 149
2024
Q3 		$280K Buy
+2,665
New +$260K 0.08% 158

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Monument Capital Management's UMBF Position: Q3 2025 in Review

Monument Capital Management sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 2,142 shares — an estimated $225K sold.

Monument Capital Management first reported a position in UMBF in Q3 2024 and held it in 4 quarters. The position peaked at $330K in Q4 2024. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Monument Capital Management reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Monument Capital Management sold 2,142 UMB Financial shares in Q3 2025, an estimated $225K.
  • Monument Capital Management first reported a position in UMB Financial in Q3 2024 and held it in 4 quarters.
  • Monument Capital Management's UMB Financial position peaked at $330K in Q4 2024.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Monument Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.