PTC
UMBF icon

Private Trust Company’s UMB Financial UMBF Stock Holding History

Private Trust Company’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 		$8.71K Sell
61
-12
-16% -$1.54K ﹤0.01% 2131
2026
Q1 		$8.23K Sell
73
-150
-67% -$18.1K ﹤0.01% 2040
2025
Q4 		$25.7K Buy
223
+11
+5% +$1.25K ﹤0.01% 1543
2025
Q3 		$25.1K Buy
212
+43
+25% +$4.96K ﹤0.01% 1544
2025
Q2 		$17.7K Buy
169
+66
+64% +$6.58K ﹤0.01% 1623
2025
Q1 		$10.4K Sell
103
-2
-2% -$221 ﹤0.01% 1789
2024
Q4 		$11.8K Hold
105
– – ﹤0.01% 1698
2024
Q3 		$11K Buy
105
+35
+50% +$3.41K ﹤0.01% 1681
2024
Q2 		$5.84K Buy
70
+5
+8% +$410 ﹤0.01% 1865
2024
Q1 		$5.65K Buy
65
+5
+8% +$407 ﹤0.01% 1876
2023
Q4 		$5.01K Buy
60
+9
+18% +$633 ﹤0.01% 1918
2023
Q3 		$3.17K Hold
51
– – ﹤0.01% 2019
2023
Q2 		$3.11K Buy
51
+10
+24% +$597 ﹤0.01% 2013
2023
Q1 		$2.37K Hold
41
– – ﹤0.01% 2048
2022
Q4 		$3K Hold
41
– – ﹤0.01% 1969
2022
Q3 		$3K Hold
41
– – ﹤0.01% 1835
2022
Q2 		$4K Buy
+41
New +$3.72K ﹤0.01% 1835
2014
Q4 		– Sell
-11
Closed -$1K – 1136
2014
Q3 		$1K Hold
11
– – ﹤0.01% 1792
2014
Q2 		$1K Hold
11
– – ﹤0.01% 1811
2014
Q1 		$1K Hold
11
– – ﹤0.01% 1687
2013
Q4 		$1K Hold
11
– – ﹤0.01% 1670
2013
Q3 		$1K Hold
11
– – ﹤0.01% 1614
2013
Q2 		$1K Buy
+11
New +$561 ﹤0.01% 1565

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

Private Trust Company's UMBF Position: Q2 2026 in Review

Private Trust Company reduced its UMB Financial (UMBF) stake by 16% in Q2 2026, selling an estimated $1.54K and leaving 61 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Private Trust Company first reported a position in UMBF in Q2 2013 and has held it in 23 quarters since. The position peaked at $25.7K in Q4 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Private Trust Company held 61 shares of UMB Financial worth $8.71K as of Q2 2026.
  • Private Trust Company sold 12 UMB Financial shares in Q2 2026, an estimated $1.54K.
  • UMB Financial made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2131 holding.
  • Private Trust Company first reported a position in UMB Financial in Q2 2013 and has held it in 23 quarters since.
  • Private Trust Company's UMB Financial position peaked at $25.7K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.