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
Q2 		$480K Sell
3,360
-111
-3% -$14.3K ﹤0.01% 2111
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 $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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's UMBF Position: Q2 2026 in Review

Rockefeller Capital Management reduced its UMB Financial (UMBF) stake by 3.2% in Q2 2026, selling an estimated $14.3K and leaving 3,360 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

Rockefeller Capital Management first reported a position in UMBF in Q1 2019 and has held it in 14 quarters since. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Rockefeller Capital Management held 3,360 shares of UMB Financial worth $480K as of Q2 2026.
  • Rockefeller Capital Management sold 111 UMB Financial shares in Q2 2026, an estimated $14.3K.
  • UMB Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2111 holding.
  • Rockefeller Capital Management first reported a position in UMB Financial in Q1 2019 and has held it in 14 quarters since.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.