TPI
UMBF icon

Trust Point Inc’s UMB Financial UMBF Stock Holding History

Trust Point Inc’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 		$313K Sell
2,191
-1,615
-42% -$208K 0.03% 331
2026
Q1 		$429K Sell
3,806
-597
-14% -$71.9K 0.04% 291
2025
Q4 		$507K Sell
4,403
-115
-3% -$13K 0.04% 232
2025
Q3 		$535K Buy
4,518
+480
+12% +$55.3K 0.04% 218
2025
Q2 		$425K Sell
4,038
-2,292
-36% -$229K 0.04% 221
2025
Q1 		$640K Sell
6,330
-2,451
-28% -$270K 0.06% 177
2024
Q4 		$991K Sell
8,781
-273
-3% -$31.6K 0.07% 159
2024
Q3 		$952K Sell
9,054
-400
-4% -$39K 0.07% 175
2024
Q2 		$789K Sell
9,454
-42
-0.4% -$3.44K 0.06% 189
2024
Q1 		$826K Buy
9,496
+3,986
+72% +$324K 0.06% 189
2023
Q4 		$460K Buy
+5,510
New +$388K 0.04% 295

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 Point Inc's UMBF Position: Q2 2026 in Review

Trust Point Inc reduced its UMB Financial (UMBF) stake by 42% in Q2 2026, selling an estimated $208K and leaving 2,191 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #331.

Trust Point Inc first reported a position in UMBF in Q4 2023 and has held it in 11 quarters since. The position peaked at $991K in Q4 2024. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Trust Point Inc held 2,191 shares of UMB Financial worth $313K as of Q2 2026.
  • Trust Point Inc sold 1,615 UMB Financial shares in Q2 2026, an estimated $208K.
  • UMB Financial made up 0.03% of Trust Point Inc's portfolio in Q2 2026, its #331 holding.
  • Trust Point Inc first reported a position in UMB Financial in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's UMB Financial position peaked at $991K in Q4 2024.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.