Optimize Financial’s UMB Financial UMBF Stock Holding History

Optimize Financial’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 Q1	–	Sell	-3,679	Closed	-$423K	–	457
2025 Q4	$423K	Buy	3,679 +52	+1%	+$5.89K	0.21%	195
2025 Q3	$429K	Buy	+3,627	New	+$418K	0.22%	181

Other funds holding UMBF

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Optimize Financial's UMBF Position: Q1 2026 in Review

Optimize Financial sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 3,679 shares — an estimated $423K sold.

Optimize Financial first reported a position in UMBF in Q3 2025 and held it in 2 quarters. The position peaked at $429K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Optimize Financial reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 3,679 UMB Financial shares in Q1 2026, an estimated $423K.
Optimize Financial first reported a position in UMB Financial in Q3 2025 and held it in 2 quarters.
Optimize Financial's UMB Financial position peaked at $429K in Q3 2025.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.