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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
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

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

Trust Company's UMBF Position: Q2 2026 in Review

Trust Company held its UMB Financial (UMBF) position steady in Q2 2026 at 670 shares worth $95.6K. The position accounts for 0.01% of the portfolio, ranked #234.

Trust Company first reported a position in UMBF in Q1 2015 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Trust Company held 670 shares of UMB Financial worth $95.6K as of Q2 2026.
  • Trust Company left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 0.01% of Trust Company's portfolio in Q2 2026, its #234 holding.
  • Trust Company first reported a position in UMB Financial in Q1 2015 and has held it in 7 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.