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Shell Asset Management’s UMB Financial UMBF Stock Holding History

Shell 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
Q3 		$111K Sell
935
-1,011
-52% -$117K 0.01% 620
2025
Q2 		$205K Sell
1,946
-388
-17% -$38.7K 0.01% 767
2025
Q1 		$236K Buy
+2,334
New +$257K 0.01% 720

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Shell Asset Management's UMBF Position: Q3 2025 in Review

Shell Asset Management reduced its UMB Financial (UMBF) stake by 52% in Q3 2025, selling an estimated $117K and leaving 935 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #620.

Shell Asset Management first reported a position in UMBF in Q1 2025 and has held it in 3 quarters since. The position peaked at $236K in Q1 2025. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Shell Asset Management held 935 shares of UMB Financial worth $111K as of Q3 2025.
  • Shell Asset Management sold 1,011 UMB Financial shares in Q3 2025, an estimated $117K.
  • UMB Financial made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #620 holding.
  • Shell Asset Management first reported a position in UMB Financial in Q1 2025 and has held it in 3 quarters since.
  • Shell Asset Management's UMB Financial position peaked at $236K in Q1 2025.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.