Truist Financial
UMBF icon

Truist Financial’s UMB Financial UMBF Stock Holding History

Truist Financial’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 		$1.2M Buy
8,420
+325
+4% +$41.8K ﹤0.01% 1654
2026
Q1 		$913K Buy
8,095
+119
+1% +$14.3K ﹤0.01% 1754
2025
Q4 		$918K Sell
7,976
-21,091
-73% -$2.39M ﹤0.01% 1703
2025
Q3 		$3.44M Buy
29,067
+8,641
+42% +$996K ﹤0.01% 1067
2025
Q2 		$2.15M Buy
20,426
+97
+0.5% +$9.67K ﹤0.01% 1237
2025
Q1 		$2.06M Buy
20,329
+764
+4% +$84.2K ﹤0.01% 1205
2024
Q4 		$2.21M Buy
19,565
+83
+0.4% +$9.6K ﹤0.01% 1190
2024
Q3 		$2.05M Buy
19,482
+15,244
+360% +$1.49M ﹤0.01% 1218
2024
Q2 		$354K Buy
4,238
+136
+3% +$11.2K ﹤0.01% 2203
2024
Q1 		$357K Buy
+4,102
New +$334K ﹤0.01% 2197
2023
Q2 		– Sell
-11,743
Closed -$678K – 2682
2023
Q1 		$678K Buy
+11,743
New +$954K ﹤0.01% 1784
2022
Q1 		– Sell
-4,463
Closed -$474K – 2852
2021
Q4 		$474K Sell
4,463
-3,961
-47% -$409K ﹤0.01% 2046
2021
Q3 		$814K Sell
8,424
-2,398
-22% -$219K ﹤0.01% 1724
2021
Q2 		$1.01M Buy
10,822
+8,546
+375% +$812K ﹤0.01% 1646
2021
Q1 		$210K Sell
2,276
-4,773
-68% -$394K ﹤0.01% 2476
2020
Q4 		$487K Buy
7,049
+166
+2% +$10.6K ﹤0.01% 1858
2020
Q3 		$337K Buy
6,883
+287
+4% +$14.5K ﹤0.01% 1950
2020
Q2 		$341K Buy
6,596
+899
+16% +$44.1K ﹤0.01% 1862
2020
Q1 		$264K Buy
5,697
+1,504
+36% +$91.5K ﹤0.01% 1940
2019
Q4 		$288K Buy
+4,193
New +$278K ﹤0.01% 2177

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

Truist Financial's UMBF Position: Q2 2026 in Review

Truist Financial increased its UMB Financial (UMBF) stake by 4% in Q2 2026, buying an estimated $41.8K and bringing the position to 8,420 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Truist Financial first reported a position in UMBF in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.44M in Q3 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Truist Financial held 8,420 shares of UMB Financial worth $1.2M as of Q2 2026.
  • Truist Financial bought 325 UMB Financial shares in Q2 2026, an estimated $41.8K.
  • UMB Financial made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1654 holding.
  • Truist Financial first reported a position in UMB Financial in Q4 2019 and has held it in 20 quarters since.
  • Truist Financial's UMB Financial position peaked at $3.44M in Q3 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.