PFBT
UMBF icon

Parkside Financial Bank & Trust’s UMB Financial UMBF Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		$3.14K Hold
22
– – ﹤0.01% 2038
2026
Q1 		$2.48K Hold
22
– – ﹤0.01% 2036
2025
Q4 		$2.53K Hold
22
– – ﹤0.01% 2018
2025
Q3 		$2.6K Hold
22
– – ﹤0.01% 1930
2025
Q2 		$2.31K Sell
22
-10
-31% -$997 ﹤0.01% 1953
2025
Q1 		$3.24K Buy
32
+31
+3,100% +$3.42K ﹤0.01% 1761
2024
Q4 		$113 Hold
1
– – ﹤0.01% 2110
2024
Q3 		$106 Buy
+1
New +$97 ﹤0.01% 2070

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Parkside Financial Bank & Trust's UMBF Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its UMB Financial (UMBF) position steady in Q2 2026 at 22 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Parkside Financial Bank & Trust first reported a position in UMBF in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.24K in Q1 2025. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Parkside Financial Bank & Trust held 22 shares of UMB Financial worth $3.14K as of Q2 2026.
  • Parkside Financial Bank & Trust left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2038 holding.
  • Parkside Financial Bank & Trust first reported a position in UMB Financial in Q3 2024 and has held it in 8 quarters since.
  • Parkside Financial Bank & Trust's UMB Financial position peaked at $3.24K in Q1 2025.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.