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
2025 Q4	–	Sell	-2,800	Closed	-$331K	–	10141
2025 Q3	$331K	Buy	2,800 +2,500	+833%	+$288K	﹤0.01%	4338
2025 Q2	$31K	Sell	300 -1,800	-86%	-$179K	﹤0.01%	6386
2025 Q1	$212K	Buy	+2,100	New	+$232K	﹤0.01%	4260
2024 Q1	–	Sell	-4,400	Closed	-$367K	–	9950
2023 Q4	$367K	Buy	4,400 +3,400	+340%	+$239K	﹤0.01%	4017
2023 Q3	$62K	Sell	1,000 -500	-33%	-$32.5K	﹤0.01%	5608
2023 Q2	$91K	Buy	1,500 +500	+50%	+$29.8K	﹤0.01%	5195
2023 Q1	$57K	Buy	+1,000	New	+$81.3K	﹤0.01%	5794
2022 Q1	–	Sell	-400	Closed	-$42K	–	11446
2021 Q4	$42K	Buy	+400	New	+$41.3K	﹤0.01%	7477
2020 Q4	–	Sell	-4	Closed	-$19K	–	9126
2020 Q3	$19K	Sell	4 -2	-33%	-$101	﹤0.01%	6406
2020 Q2	$30K	Buy	+6	New	+$294	﹤0.01%	5918

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Simplex Trading's UMBF Position: Q1 2026 in Review

Simplex Trading opened a new position in UMB Financial (UMBF) in Q1 2026: 262 shares worth $29.6K. The stake represents ﹤0.01% of the portfolio and ranks #6399 among its holdings. This is a return to the name: Simplex Trading previously reported a position in UMBF as recently as Q1 2023.

Simplex Trading first reported a position in UMBF in Q1 2023 and has held it in 2 quarters since. The position peaked at $626K in Q1 2023. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Simplex Trading held 262 shares of UMB Financial worth $29.6K as of Q1 2026.
UMB Financial was a new Simplex Trading position in Q1 2026.
UMB Financial made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6399 holding.
Simplex Trading first reported a position in UMB Financial in Q1 2023 and has held it in 2 quarters since.
Simplex Trading's UMB Financial position peaked at $626K in Q1 2023.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.