Sumitomo Mitsui Trust Group
UMBF icon

Sumitomo Mitsui Trust Group’s UMB Financial UMBF Stock Holding History

Sumitomo Mitsui Trust Group’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 		$412K Buy
+3,650
New +$439K ﹤0.01% 958

Other funds holding UMBF

BlackRock
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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

Sumitomo Mitsui Trust Group's UMBF Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group opened a new position in UMB Financial (UMBF) in Q1 2026: 3,650 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings.

449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 3,650 shares of UMB Financial worth $412K as of Q1 2026.
  • UMB Financial was a new Sumitomo Mitsui Trust Group position in Q1 2026.
  • UMB Financial made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #958 holding.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.