Robeco Institutional Asset Management’s UMB Financial UMBF Stock Holding History

Robeco Institutional 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
2025 Q2	–	Sell	-12,725	Closed	-$1.29M	–	922
2025 Q1	$1.29M	Hold	12,725	–	–	﹤0.01%	763
2024 Q4	$1.44M	Hold	12,725	–	–	﹤0.01%	744
2024 Q3	$1.34M	Hold	12,725	–	–	﹤0.01%	756
2024 Q2	$1.06M	Hold	12,725	–	–	﹤0.01%	766
2024 Q1	$1.11M	Buy	+12,725	New	+$1.03M	﹤0.01%	763
2022 Q4	–	Sell	-3,871	Closed	-$327K	–	1047
2022 Q3	$327K	Hold	3,871	–	–	﹤0.01%	798
2022 Q2	$333K	Hold	3,871	–	–	﹤0.01%	793
2022 Q1	$376K	Hold	3,871	–	–	﹤0.01%	802
2021 Q4	$411K	Hold	3,871	–	–	﹤0.01%	786
2021 Q3	$374K	Sell	3,871 -7,976	-67%	-$728K	﹤0.01%	796
2021 Q2	$1.1M	Buy	+11,847	New	+$1.13M	﹤0.01%	745

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Robeco Institutional Asset Management's UMBF Position: Q2 2025 in Review

Robeco Institutional Asset Management sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 12,725 shares — an estimated $1.29M sold.

Robeco Institutional Asset Management first reported a position in UMBF in Q2 2021 and held it in 11 quarters. The position peaked at $1.44M in Q4 2024. 409 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

Robeco Institutional Asset Management reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
Robeco Institutional Asset Management sold 12,725 UMB Financial shares in Q2 2025, an estimated $1.29M.
Robeco Institutional Asset Management first reported a position in UMB Financial in Q2 2021 and held it in 11 quarters.
Robeco Institutional Asset Management's UMB Financial position peaked at $1.44M in Q4 2024.
409 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2025, filed 18 Jul 2025.