Rockefeller Capital Management
UMBF icon

Rockefeller Capital Management’s UMB Financial UMBF Stock Holding History

Rockefeller Capital 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
Q1 		$392K Buy
3,471
+1,843
+113% +$222K ﹤0.01% 2116
2025
Q4 		$187K Buy
1,628
+770
+90% +$87.2K ﹤0.01% 2415
2025
Q3 		$102K Buy
+858
New +$98.9K ﹤0.01% 2571
2023
Q1 		– Sell
-1,507
Closed -$125K – 3787
2022
Q4 		$125K Sell
1,507
-72
-5% -$6.05K ﹤0.01% 1911
2022
Q3 		$133K Buy
1,579
+595
+60% +$53.8K ﹤0.01% 1843
2022
Q2 		$84K Buy
984
+229
+30% +$20.8K ﹤0.01% 2037
2022
Q1 		$73K Hold
755
– – ﹤0.01% 2131
2021
Q4 		$80K Hold
755
– – ﹤0.01% 2032
2021
Q3 		$73K Buy
+755
New +$68.9K ﹤0.01% 1989
2020
Q3 		– Sell
-15
Closed -$1K – 2804
2020
Q2 		$1K Buy
+15
New +$735 ﹤0.01% 2507
2019
Q4 		– Sell
-395
Closed -$26K – 2209
2019
Q3 		$26K Buy
395
+250
+172% +$16.2K ﹤0.01% 1146
2019
Q2 		$10K Sell
145
-149
-51% -$9.83K ﹤0.01% 1251
2019
Q1 		$19K Buy
+294
New +$19.4K ﹤0.01% 1267

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Rockefeller Capital Management's UMBF Position: Q1 2026 in Review

Rockefeller Capital Management increased its UMB Financial (UMBF) stake by 113% in Q1 2026, buying an estimated $222K and bringing the position to 3,471 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Rockefeller Capital Management first reported a position in UMBF in Q1 2019 and has held it in 13 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Rockefeller Capital Management held 3,471 shares of UMB Financial worth $392K as of Q1 2026.
  • Rockefeller Capital Management bought 1,843 UMB Financial shares in Q1 2026, an estimated $222K.
  • UMB Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2116 holding.
  • Rockefeller Capital Management first reported a position in UMB Financial in Q1 2019 and has held it in 13 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.