SAM
UMBF icon

Smartleaf Asset Management’s UMB Financial UMBF Stock Holding History

Smartleaf 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
2026
Q1 		$96.7K Sell
879
-9
-1% -$1.08K ﹤0.01% 1127
2025
Q4 		$104K Buy
888
+136
+18% +$15.4K ﹤0.01% 1168
2025
Q3 		$89.1K Buy
752
+472
+169% +$54.4K 0.01% 1135
2025
Q2 		$29.7K Sell
280
-285
-50% -$28.4K ﹤0.01% 1388
2025
Q1 		$56.6K Buy
565
+421
+292% +$46.4K 0.01% 1082
2024
Q4 		$16.3K Buy
144
+37
+35% +$4.28K ﹤0.01% 1760
2024
Q3 		$11.1K Buy
107
+72
+206% +$7.02K ﹤0.01% 1693
2024
Q2 		$2.87K Buy
35
+12
+52% +$984 ﹤0.01% 2073
2024
Q1 		$1.97K Buy
+23
New +$1.87K ﹤0.01% 1476

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

Smartleaf Asset Management's UMBF Position: Q1 2026 in Review

Smartleaf Asset Management reduced its UMB Financial (UMBF) stake by 1% in Q1 2026, selling an estimated $1.08K and leaving 879 shares worth $96.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Smartleaf Asset Management first reported a position in UMBF in Q1 2024 and has held it in 9 quarters since. The position peaked at $104K in Q4 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Smartleaf Asset Management held 879 shares of UMB Financial worth $96.7K as of Q1 2026.
  • Smartleaf Asset Management sold 9 UMB Financial shares in Q1 2026, an estimated $1.08K.
  • UMB Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1127 holding.
  • Smartleaf Asset Management first reported a position in UMB Financial in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's UMB Financial position peaked at $104K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.