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
2024
Q1 		– Sell
-600
Closed -$50K – 9951
2023
Q4 		$50K Sell
600
-200
-25% -$14.1K ﹤0.01% 6085
2023
Q3 		$49K Buy
+800
New +$52K ﹤0.01% 5829
2023
Q2 		– Sell
-14,600
Closed -$842K – 9995
2023
Q1 		$842K Buy
+14,600
New +$1.19M ﹤0.01% 2744

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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.