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Trust Company’s UMB Financial UMBF Stock Holding History

Trust Company’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
Q3 		$87.1K Hold
670
– – 0.01% 257
2026
Q2 		$95.6K Hold
670
– – 0.01% 234
2026
Q1 		$75.6K Hold
670
– – 0.01% 255
2025
Q4 		$77.1K Buy
+670
New +$75.9K 0.01% 251
2020
Q4 		– Sell
-670
Closed -$33K – 320
2020
Q3 		$33K Buy
+670
New +$33.8K 0.03% 184
2015
Q4 		– Sell
-200
Closed -$10K – 381
2015
Q3 		$10K Hold
200
– – 0.01% 294
2015
Q2 		$11K Hold
200
– – 0.01% 287
2015
Q1 		$11K Buy
+200
New +$10.4K 0.01% 238

Other funds holding UMBF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Trust Company's UMBF Position: Q3 2026 in Review

Trust Company held its UMB Financial (UMBF) position steady in Q3 2026 at 670 shares worth $87.1K. The position accounts for 0.01% of the portfolio, ranked #257.

Trust Company first reported a position in UMBF in Q1 2015 and has held it in 8 quarters since. The position peaked at $95.6K in Q2 2026. 16 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Trust Company held 670 shares of UMB Financial worth $87.1K as of Q3 2026.
  • Trust Company left its UMB Financial share count unchanged in Q3 2026.
  • UMB Financial made up 0.01% of Trust Company's portfolio in Q3 2026, its #257 holding.
  • Trust Company first reported a position in UMB Financial in Q1 2015 and has held it in 8 quarters since.
  • Trust Company's UMB Financial position peaked at $95.6K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.