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UMBF icon

Pitcairn’s UMB Financial UMBF Stock Holding History

Pitcairn’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
2025
Q4 		– Sell
-2,661
Closed -$315K – 547
2025
Q3 		$315K Sell
2,661
-974
-27% -$112K 0.02% 495
2025
Q2 		$382K Sell
3,635
-787
-18% -$78.5K 0.03% 477
2025
Q1 		$447K Buy
4,422
+177
+4% +$19.5K 0.03% 456
2024
Q4 		$479K Buy
4,245
+286
+7% +$33.1K 0.03% 448
2024
Q3 		$416K Sell
3,959
-393
-9% -$38.3K 0.02% 495
2024
Q2 		$363K Buy
4,352
+317
+8% +$26K 0.02% 531
2024
Q1 		$351K Buy
4,035
+604
+18% +$49.1K 0.02% 531
2023
Q4 		$287K Buy
+3,431
New +$241K 0.02% 552
2023
Q1 		– Sell
-2,794
Closed -$233K – 624
2022
Q4 		$233K Sell
2,794
-89
-3% -$7.48K 0.02% 528
2022
Q3 		$243K Sell
2,883
-24
-0.8% -$2.17K 0.03% 496
2022
Q2 		$250K Sell
2,907
-109
-4% -$9.88K 0.03% 493
2022
Q1 		$293K Sell
3,016
-163
-5% -$16.6K 0.03% 502
2021
Q4 		$337K Sell
3,179
-31
-1% -$3.2K 0.02% 479
2021
Q3 		$310K Sell
3,210
-41
-1% -$3.74K 0.02% 486
2021
Q2 		$302K Sell
3,251
-132
-4% -$12.5K 0.02% 499
2021
Q1 		$312K Sell
3,383
-289
-8% -$23.9K 0.02% 486
2020
Q4 		$254K Buy
+3,672
New +$235K 0.02% 497
2018
Q4 		– Sell
-3,570
Closed -$253K – 534
2018
Q3 		$253K Sell
3,570
-115
-3% -$8.64K 0.03% 465
2018
Q2 		$281K Buy
3,685
+61
+2% +$4.69K 0.03% 424
2018
Q1 		$263K Buy
+3,624
New +$271K 0.03% 426
2017
Q3 		– Sell
-2,686
Closed -$201K – 507
2017
Q2 		$201K Buy
+2,686
New +$197K 0.02% 456

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Pitcairn's UMBF Position: Q4 2025 in Review

Pitcairn sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 2,661 shares — an estimated $315K sold.

Pitcairn first reported a position in UMBF in Q2 2017 and held it in 21 quarters. The position peaked at $479K in Q4 2024. 411 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Pitcairn reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 2,661 UMB Financial shares in Q4 2025, an estimated $315K.
  • Pitcairn first reported a position in UMB Financial in Q2 2017 and held it in 21 quarters.
  • Pitcairn's UMB Financial position peaked at $479K in Q4 2024.
  • 411 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.