Optiver Holding
UMBF icon

Optiver Holding’s UMB Financial UMBF Stock Holding History

Optiver Holding’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 		$25.5K Sell
226
-140
-38% -$16.9K ﹤0.01% 1059
2025
Q4 		$42.1K Sell
366
-225
-38% -$25.5K ﹤0.01% 924
2025
Q3 		$69.9K Buy
591
+2
+0.3% +$231 ﹤0.01% 733
2025
Q2 		$61.9K Buy
589
+111
+23% +$11.1K ﹤0.01% 595
2025
Q1 		$48.3K Buy
+478
New +$52.7K ﹤0.01% 526

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Optiver Holding's UMBF Position: Q1 2026 in Review

Optiver Holding reduced its UMB Financial (UMBF) stake by 38% in Q1 2026, selling an estimated $16.9K and leaving 226 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Optiver Holding first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $69.9K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Optiver Holding held 226 shares of UMB Financial worth $25.5K as of Q1 2026.
  • Optiver Holding sold 140 UMB Financial shares in Q1 2026, an estimated $16.9K.
  • UMB Financial made up ﹤0.01% of Optiver Holding's portfolio in Q1 2026, its #1059 holding.
  • Optiver Holding first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • Optiver Holding's UMB Financial position peaked at $69.9K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Optiver Holding's 13F filing for Q1 2026, filed 15 May 2026.