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 $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Simplex Trading's UMBF Position: Q2 2026 in Review

Simplex Trading increased its UMB Financial (UMBF) stake by 309% in Q2 2026, buying an estimated $104K and bringing the position to 1,071 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #5052.

Simplex Trading first reported a position in UMBF in Q1 2023 and has held it in 3 quarters since. The position peaked at $626K in Q1 2023. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Simplex Trading held 1,071 shares of UMB Financial worth $153K as of Q2 2026.
  • Simplex Trading bought 809 UMB Financial shares in Q2 2026, an estimated $104K.
  • UMB Financial made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5052 holding.
  • Simplex Trading first reported a position in UMB Financial in Q1 2023 and has held it in 3 quarters since.
  • Simplex Trading's UMB Financial position peaked at $626K in Q1 2023.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.