Pictet Asset Management
UMBF icon

Pictet Asset Management’s UMB Financial UMBF Stock Holding History

Pictet Asset 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
2026
Q2 		$1.67M Sell
11,672
-608
-5% -$78.2K ﹤0.01% 969
2026
Q1 		$1.39M Buy
12,280
+860
+8% +$104K ﹤0.01% 989
2025
Q4 		$1.31M Buy
11,420
+460
+4% +$52.1K ﹤0.01% 1007
2025
Q3 		$1.3M Sell
10,960
-375
-3% -$43.2K ﹤0.01% 971
2025
Q2 		$1.19M Buy
11,335
+308
+3% +$30.7K ﹤0.01% 990
2025
Q1 		$1.11M Buy
11,027
+4,236
+62% +$467K ﹤0.01% 1021
2024
Q4 		$766K Buy
6,791
+1,369
+25% +$158K ﹤0.01% 1205
2024
Q3 		$570K Buy
5,422
+125
+2% +$12.2K ﹤0.01% 1288
2024
Q2 		$442K Hold
5,297
– – ﹤0.01% 1333
2024
Q1 		$461K Hold
5,297
– – ﹤0.01% 1339
2023
Q4 		$443K Buy
5,297
+478
+10% +$33.6K ﹤0.01% 1338
2023
Q3 		$299K Buy
+4,819
New +$313K ﹤0.01% 1475

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

Pictet Asset Management's UMBF Position: Q2 2026 in Review

Pictet Asset Management reduced its UMB Financial (UMBF) stake by 5% in Q2 2026, selling an estimated $78.2K and leaving 11,672 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Pictet Asset Management first reported a position in UMBF in Q3 2023 and has held it in 12 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Pictet Asset Management held 11,672 shares of UMB Financial worth $1.67M as of Q2 2026.
  • Pictet Asset Management sold 608 UMB Financial shares in Q2 2026, an estimated $78.2K.
  • UMB Financial made up ﹤0.01% of Pictet Asset Management's portfolio in Q2 2026, its #969 holding.
  • Pictet Asset Management first reported a position in UMB Financial in Q3 2023 and has held it in 12 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.