UMB Bank’s Claros Mortgage Trust CMTG Stock Holding History

UMB Bank’s Portfolio CMTG Stock Details CMTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,410	Closed	-$5.26K	–	2135
2025 Q1	$5.26K	Buy	+1,410	New	+$4.84K	﹤0.01%	1745

Other funds holding CMTG

Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

UMB Bank's CMTG Position: Q2 2025 in Review

UMB Bank sold out of Claros Mortgage Trust (CMTG) in Q2 2025, closing a stake of 1,410 shares — an estimated $5.26K sold.

UMB Bank first reported a position in CMTG in Q1 2025 and held it in 1 quarter. The position peaked at $5.26K in Q1 2025. 124 funds tracked by Wall St. Rank hold CMTG as of Q2 2025.

UMB Bank reported no remaining Claros Mortgage Trust position as of Q2 2025 after selling out during the quarter.
UMB Bank sold 1,410 Claros Mortgage Trust shares in Q2 2025, an estimated $5.26K.
UMB Bank first reported a position in Claros Mortgage Trust in Q1 2025 and held it in 1 quarter.
UMB Bank's Claros Mortgage Trust position peaked at $5.26K in Q1 2025.
124 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2025.

Based on UMB Bank's 13F filing for Q2 2025, filed 10 Jul 2025.