TIM
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Tortoise Investment Management’s UMB Financial UMBF Stock Holding History

Tortoise 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
Q4 		– Sell
-7
Closed -$828 – 1376
2025
Q3 		$828 Buy
7
+6
+600% +$692 ﹤0.01% 1087
2025
Q2 		$105 Buy
+1
New +$100 ﹤0.01% 1260

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.9B AUM 29.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Tortoise Investment Management's UMBF Position: Q4 2025 in Review

Tortoise Investment Management sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 7 shares — an estimated $828 sold.

Tortoise Investment Management first reported a position in UMBF in Q2 2025 and held it in 2 quarters. The position peaked at $828 in Q3 2025. 412 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Tortoise Investment Management reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 7 UMB Financial shares in Q4 2025, an estimated $828.
  • Tortoise Investment Management first reported a position in UMB Financial in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's UMB Financial position peaked at $828 in Q3 2025.
  • 412 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.