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Tower Research Capital (TRC)’s UMB Financial UMBF Stock Holding History

Tower Research Capital (TRC)’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 		$430K Buy
3,814
+748
+24% +$90K 0.01% 1021
2025
Q4 		$353K Buy
3,066
+340
+12% +$38.5K 0.01% 1050
2025
Q3 		$323K Sell
2,726
-6,882
-72% -$793K 0.01% 1141
2025
Q2 		$1.01M Buy
9,608
+5,525
+135% +$551K 0.03% 544
2025
Q1 		$413K Sell
4,083
-1,390
-25% -$153K 0.01% 945
2024
Q4 		$618K Buy
5,473
+3,437
+169% +$397K 0.01% 921
2024
Q3 		$214K Sell
2,036
-15,225
-88% -$1.48M 0.01% 1573
2024
Q2 		$1.44M Buy
17,261
+16,509
+2,195% +$1.35M 0.02% 560
2024
Q1 		$65.4K Sell
752
-15,037
-95% -$1.22M ﹤0.01% 2097
2023
Q4 		$1.32M Buy
15,789
+7,147
+83% +$503K 0.02% 690
2023
Q3 		$536K Buy
8,642
+5,605
+185% +$364K 0.02% 836
2023
Q2 		$185K Sell
3,037
-14,814
-83% -$884K 0.01% 1613
2023
Q1 		$1.03M Buy
17,851
+13,481
+308% +$1.1M 0.03% 427
2022
Q4 		$365K Sell
4,370
-6,260
-59% -$526K 0.02% 900
2022
Q3 		$896K Buy
10,630
+7,737
+267% +$700K 0.01% 753
2022
Q2 		$249K Buy
2,893
+1,988
+220% +$180K 0.01% 1621
2022
Q1 		$88K Sell
905
-10,047
-92% -$1.03M ﹤0.01% 2307
2021
Q4 		$1.16M Buy
10,952
+7,796
+247% +$804K 0.02% 626
2021
Q3 		$305K Sell
3,156
-17,330
-85% -$1.58M 0.01% 1386
2021
Q2 		$1.91M Buy
20,486
+16,137
+371% +$1.53M 0.05% 328
2021
Q1 		$401K Sell
4,349
-91
-2% -$7.52K 0.01% 1413
2020
Q4 		$306K Buy
4,440
+2,901
+188% +$186K 0.01% 1370
2020
Q3 		$75K Sell
1,539
-8,326
-84% -$420K ﹤0.01% 3354
2020
Q2 		$509K Buy
9,865
+9,796
+14,197% +$480K 0.02% 1022
2020
Q1 		$3K Buy
+69
New +$4.2K ﹤0.01% 2502
2019
Q4 		– Sell
-238
Closed -$15K – 4390
2019
Q3 		$15K Sell
238
-437
-65% -$28.2K ﹤0.01% 2682
2019
Q2 		$44K Sell
675
-1,238
-65% -$81.6K ﹤0.01% 1662
2019
Q1 		$123K Buy
1,913
+1,458
+320% +$96.4K 0.01% 1345
2018
Q4 		$27K Sell
455
-1,673
-79% -$108K ﹤0.01% 1715
2018
Q3 		$151K Buy
2,128
+1,716
+417% +$129K 0.01% 1134
2018
Q2 		$31K Sell
412
-1,281
-76% -$98.5K ﹤0.01% 2153
2018
Q1 		$123K Buy
1,693
+392
+30% +$29.4K 0.01% 1135
2017
Q4 		$94K Sell
1,301
-3,018
-70% -$222K 0.01% 903
2017
Q3 		$322K Buy
+4,319
New +$302K 0.03% 450
2017
Q1 		– Sell
-1,634
Closed -$126K – 3941
2016
Q4 		$126K Buy
+1,634
New +$114K 0.01% 855
2016
Q1 		– Sell
-200
Closed -$9K – 4960
2015
Q4 		$9K Buy
+200
New +$10.1K ﹤0.01% 2301
2015
Q3 		– Sell
-1,845
Closed -$105K – 4788
2015
Q2 		$105K Sell
1,845
-2,282
-55% -$123K 0.01% 763
2015
Q1 		$218K Buy
+4,127
New +$214K 0.03% 375
2014
Q4 		– Sell
-237
Closed -$13K – 4712
2014
Q3 		$13K Buy
237
+176
+289% +$10.2K ﹤0.01% 2649
2014
Q2 		$4K Buy
61
+29
+91% +$1.73K ﹤0.01% 3028
2014
Q1 		$2K Sell
32
-119
-79% -$7.43K ﹤0.01% 3916
2013
Q4 		$10K Sell
151
-5,071
-97% -$308K ﹤0.01% 3005
2013
Q3 		$283K Buy
5,222
+4,855
+1,323% +$283K 0.03% 548
2013
Q2 		$20K Buy
+367
New +$18.7K ﹤0.01% 1726

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

Tower Research Capital (TRC)'s UMBF Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its UMB Financial (UMBF) stake by 24% in Q1 2026, buying an estimated $90K and bringing the position to 3,814 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #1021.

Tower Research Capital (TRC) first reported a position in UMBF in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.91M in Q2 2021. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Tower Research Capital (TRC) held 3,814 shares of UMB Financial worth $430K as of Q1 2026.
  • Tower Research Capital (TRC) bought 748 UMB Financial shares in Q1 2026, an estimated $90K.
  • UMB Financial made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1021 holding.
  • Tower Research Capital (TRC) first reported a position in UMB Financial in Q2 2013 and has held it in 44 quarters since.
  • Tower Research Capital (TRC)'s UMB Financial position peaked at $1.91M in Q2 2021.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.