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Triveni Capital Investments’s UMB Financial UMBF Stock Holding History

Triveni Capital Investments’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
Q2 		$3.51M Sell
24,607
-26,325
-52% -$3.38M 4.19% 13
2026
Q1 		$5.74M Hold
50,932
– – 5.69% 12
2025
Q4 		$5.86M Buy
+50,932
New +$5.77M 4.37% 12

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Triveni Capital Investments's UMBF Position: Q2 2026 in Review

Triveni Capital Investments reduced its UMB Financial (UMBF) stake by 52% in Q2 2026, selling an estimated $3.38M and leaving 24,607 shares worth $3.51M. The position accounts for 4.19% of the portfolio, ranked #13.

Triveni Capital Investments first reported a position in UMBF in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.86M in Q4 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Triveni Capital Investments held 24,607 shares of UMB Financial worth $3.51M as of Q2 2026.
  • Triveni Capital Investments sold 26,325 UMB Financial shares in Q2 2026, an estimated $3.38M.
  • UMB Financial made up 4.19% of Triveni Capital Investments's portfolio in Q2 2026, its #13 holding.
  • Triveni Capital Investments first reported a position in UMB Financial in Q4 2025 and has held it in 3 quarters since.
  • Triveni Capital Investments's UMB Financial position peaked at $5.86M in Q4 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Triveni Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.