Northwestern Mutual Wealth Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $97.2K | Buy |
862
+437
| +103% | +$52.6K | ﹤0.01% | 2185 |
|
|
2025
Q4 | $48.9K | Hold |
425
| – | – | ﹤0.01% | 2407 |
|
|
2025
Q3 | $50.3K | Buy |
425
+199
| +88% | +$22.9K | ﹤0.01% | 2313 |
|
|
2025
Q2 | $23.8K | Sell |
226
-136
| -38% | -$13.6K | ﹤0.01% | 2515 |
|
|
2025
Q1 | $36.6K | Buy |
362
+213
| +143% | +$23.5K | ﹤0.01% | 2288 |
|
|
2024
Q4 | $16.8K | Buy |
149
+21
| +16% | +$2.43K | ﹤0.01% | 2573 |
|
|
2024
Q3 | $13.5K | Hold |
128
| – | – | ﹤0.01% | 2588 |
|
|
2024
Q2 | $10.7K | Hold |
128
| – | – | ﹤0.01% | 2622 |
|
|
2024
Q1 | $11.1K | Hold |
128
| – | – | ﹤0.01% | 2603 |
|
|
2023
Q4 | $10.7K | Hold |
128
| – | – | ﹤0.01% | 2609 |
|
|
2023
Q3 | $7.94K | Hold |
128
| – | – | ﹤0.01% | 2616 |
|
|
2023
Q2 | $7.79K | Hold |
128
| – | – | ﹤0.01% | 2647 |
|
|
2023
Q1 | $7.39K | Hold |
128
| – | – | ﹤0.01% | 2614 |
|
|
2022
Q4 | $10.7K | Hold |
128
| – | – | ﹤0.01% | 2470 |
|
|
2022
Q3 | $11K | Sell |
128
-100
| -44% | -$9.05K | ﹤0.01% | 2440 |
|
|
2022
Q2 | $20K | Buy |
228
+97
| +74% | +$8.79K | ﹤0.01% | 2257 |
|
|
2022
Q1 | $12K | Buy |
131
+3
| +2% | +$306 | ﹤0.01% | 2480 |
|
|
2021
Q4 | $14K | Hold |
128
| – | – | ﹤0.01% | 2462 |
|
|
2021
Q3 | $12K | Sell |
128
-32
| -20% | -$2.92K | ﹤0.01% | 2409 |
|
|
2021
Q2 | $15K | Buy |
160
+32
| +25% | +$3.04K | ﹤0.01% | 2309 |
|
|
2021
Q1 | $12K | Hold |
128
| – | – | ﹤0.01% | 2237 |
|
|
2020
Q4 | $9K | Hold |
128
| – | – | ﹤0.01% | 2232 |
|
|
2020
Q3 | $6K | Hold |
128
| – | – | ﹤0.01% | 2148 |
|
|
2020
Q2 | $7K | Hold |
128
| – | – | ﹤0.01% | 2015 |
|
|
2020
Q1 | $6K | Hold |
128
| – | – | ﹤0.01% | 2036 |
|
|
2019
Q4 | $9K | Sell |
128
-488
| -79% | -$32.4K | ﹤0.01% | 1960 |
|
|
2019
Q3 | $40K | Buy |
616
+488
| +381% | +$31.5K | ﹤0.01% | 1499 |
|
|
2019
Q2 | $8K | Hold |
128
| – | – | ﹤0.01% | 2027 |
|
|
2019
Q1 | $8K | Hold |
128
| – | – | ﹤0.01% | 2024 |
|
|
2018
Q4 | $8K | Hold |
128
| – | – | ﹤0.01% | 1912 |
|
|
2018
Q3 | $9K | Hold |
128
| – | – | ﹤0.01% | 1958 |
|
|
2018
Q2 | $10K | Hold |
128
| – | – | ﹤0.01% | 1844 |
|
|
2018
Q1 | $9K | Hold |
128
| – | – | ﹤0.01% | 1790 |
|
|
2017
Q4 | $9K | Hold |
128
| – | – | ﹤0.01% | 1796 |
|
|
2017
Q3 | $10K | Hold |
128
| – | – | ﹤0.01% | 1671 |
|
|
2017
Q2 | $10K | Buy |
+128
| New | +$9.37K | ﹤0.01% | 1594 |
|
|
2015
Q3 | – | Sell |
-53
| Closed | -$3K | – | 1840 |
|
|
2015
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 1222 |
|
|
2015
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 1320 |
|
|
2014
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 1441 |
|
|
2014
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 1138 |
|
|
2014
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 1115 |
|
|
2014
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 1102 |
|
|
2013
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 1196 |
|
|
2013
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 1128 |
|
|
2013
Q2 | $3K | Buy |
+53
| New | +$2.7K | ﹤0.01% | 1040 |
|
Other funds holding UMBF
UB
VPM
VCM
Northwestern Mutual Wealth Management's UMBF Position: Q1 2026 in Review
Northwestern Mutual Wealth Management increased its UMB Financial (UMBF) stake by 103% in Q1 2026, buying an estimated $52.6K and bringing the position to 862 shares worth $97.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.
Northwestern Mutual Wealth Management first reported a position in UMBF in Q2 2013 and has held it in 45 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.
- Northwestern Mutual Wealth Management held 862 shares of UMB Financial worth $97.2K as of Q1 2026.
- Northwestern Mutual Wealth Management bought 437 UMB Financial shares in Q1 2026, an estimated $52.6K.
- UMB Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2185 holding.
- Northwestern Mutual Wealth Management first reported a position in UMB Financial in Q2 2013 and has held it in 45 quarters since.
- 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.