Sanibel Captiva Trust Company’s UMB Financial UMBF Stock Holding History

Sanibel Captiva 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	$678K	Sell	4,748 -20	-0.4%	-$2.57K	0.02%	293
2026 Q1	$538K	Sell	4,768 -95	-2%	-$11.4K	0.02%	301
2025 Q4	$559K	Hold	4,863	–	–	0.02%	282
2025 Q3	$576K	Hold	4,863	–	–	0.02%	275
2025 Q2	$511K	Hold	4,863	–	–	0.02%	280
2025 Q1	$492K	Hold	4,863	–	–	0.02%	274
2024 Q4	$549K	Buy	4,863 +289	+6%	+$33.4K	0.02%	257
2024 Q3	$481K	Hold	4,574	–	–	0.02%	278
2024 Q2	$382K	Hold	4,574	–	–	0.01%	293
2024 Q1	$398K	Hold	4,574	–	–	0.01%	287
2023 Q4	$382K	Buy	+4,574	New	+$322K	0.01%	271

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Sanibel Captiva Trust Company's UMBF Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its UMB Financial (UMBF) stake by 0.42% in Q2 2026, selling an estimated $2.57K and leaving 4,748 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #293.

Sanibel Captiva Trust Company first reported a position in UMBF in Q4 2023 and has held it in 11 quarters since. 113 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Sanibel Captiva Trust Company held 4,748 shares of UMB Financial worth $678K as of Q2 2026.
Sanibel Captiva Trust Company sold 20 UMB Financial shares in Q2 2026, an estimated $2.57K.
UMB Financial made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #293 holding.
Sanibel Captiva Trust Company first reported a position in UMB Financial in Q4 2023 and has held it in 11 quarters since.
113 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.