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Principal Securities’s UMB Financial UMBF Stock Holding History

Principal Securities’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
-675
Closed -$79.9K – 3384
2025
Q3 		$79.9K Buy
675
+123
+22% +$14.2K ﹤0.01% 1705
2025
Q2 		$58K Buy
552
+446
+421% +$44.5K ﹤0.01% 1798
2025
Q1 		$12K Hold
106
– – ﹤0.01% 2445
2024
Q4 		$12K Buy
106
+11
+12% +$1.27K ﹤0.01% 2441
2024
Q3 		$9.98K Buy
95
+63
+197% +$6.14K ﹤0.01% 2442
2024
Q2 		$2.67K Hold
32
– – ﹤0.01% 2825
2024
Q1 		$2.78K Buy
32
+5
+19% +$407 ﹤0.01% 2777
2023
Q4 		$2.26K Buy
+27
New +$1.9K ﹤0.01% 2777

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.9B AUM 29.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Principal Securities's UMBF Position: Q4 2025 in Review

Principal Securities sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 675 shares — an estimated $79.9K sold.

Principal Securities first reported a position in UMBF in Q4 2023 and held it in 8 quarters. The position peaked at $79.9K in Q3 2025. 412 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Principal Securities reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 675 UMB Financial shares in Q4 2025, an estimated $79.9K.
  • Principal Securities first reported a position in UMB Financial in Q4 2023 and held it in 8 quarters.
  • Principal Securities's UMB Financial position peaked at $79.9K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.