SIM
UMBF icon

SummerHaven Investment Management’s UMB Financial UMBF Stock Holding History

SummerHaven Investment 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
2025
Q3 		– Sell
-9,298
Closed -$978K – 287
2025
Q2 		$978K Buy
9,298
+153
+2% +$15.3K 0.64% 49
2025
Q1 		$925K Buy
9,145
+122
+1% +$13.5K 0.65% 38
2024
Q4 		$1.02M Hold
9,023
– – 0.63% 33
2024
Q3 		$948K Buy
+9,023
New +$880K 0.58% 33
2021
Q3 		– Sell
-9,234
Closed -$859K – 294
2021
Q2 		$859K Buy
9,234
+233
+3% +$22.1K 0.49% 88
2021
Q1 		$831K Hold
9,001
– – 0.51% 78
2020
Q4 		$621K Buy
+9,001
New +$577K 0.48% 94

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SummerHaven Investment Management's UMBF Position: Q3 2025 in Review

SummerHaven Investment Management sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 9,298 shares — an estimated $978K sold.

SummerHaven Investment Management first reported a position in UMBF in Q4 2020 and held it in 7 quarters. The position peaked at $1.02M in Q4 2024. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • SummerHaven Investment Management reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • SummerHaven Investment Management sold 9,298 UMB Financial shares in Q3 2025, an estimated $978K.
  • SummerHaven Investment Management first reported a position in UMB Financial in Q4 2020 and held it in 7 quarters.
  • SummerHaven Investment Management's UMB Financial position peaked at $1.02M in Q4 2024.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on SummerHaven Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.