Simplex Trading
UMBF icon

Simplex Trading’s UMB Financial UMBF Stock Holding History

Simplex Trading’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
Q3 		$25.2K Sell
194
-877
-82% -$125K ﹤0.01% 6831
2026
Q2 		$153K Buy
1,071
+809
+309% +$104K ﹤0.01% 5052
2026
Q1 		$29.6K Buy
+262
New +$31.5K ﹤0.01% 6399
2023
Q2 		– Sell
-10,862
Closed -$648K – 9994
2023
Q1 		$626K Buy
+10,862
New +$883K ﹤0.01% 3043

Other funds holding UMBF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Simplex Trading's UMBF Position: Q3 2026 in Review

Simplex Trading reduced its UMB Financial (UMBF) stake by 82% in Q3 2026, selling an estimated $125K and leaving 194 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6831.

Simplex Trading first reported a position in UMBF in Q1 2023 and has held it in 4 quarters since. The position peaked at $626K in Q1 2023. 420 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Simplex Trading held 194 shares of UMB Financial worth $25.2K as of Q3 2026.
  • Simplex Trading sold 877 UMB Financial shares in Q3 2026, an estimated $125K.
  • UMB Financial made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #6831 holding.
  • Simplex Trading first reported a position in UMB Financial in Q1 2023 and has held it in 4 quarters since.
  • Simplex Trading's UMB Financial position peaked at $626K in Q1 2023.
  • 420 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.