United Services Automobile Association’s UMB Financial UMBF Stock Holding History

United Services Automobile Association’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
2025 Q2	–	Sell	-4,301	Closed	-$431K	–	966
2025 Q1	$431K	Buy	+4,301	New	+$474K	0.01%	621
2019 Q3	–	Sell	-13,739	Closed	-$904K	–	1660
2019 Q2	$904K	Sell	13,739 -70,628	-84%	-$4.66M	﹤0.01%	1356
2019 Q1	$5.4M	Sell	84,367 -3,335	-4%	-$220K	0.01%	756
2018 Q4	$5.35M	Sell	87,702 -11,984	-12%	-$777K	0.02%	728
2018 Q3	$7.07M	Sell	99,686 -4,799	-5%	-$360K	0.02%	699
2018 Q2	$7.96M	Buy	104,485 +418	+0.4%	+$32.1K	0.02%	631
2018 Q1	$7.53M	Buy	104,067 +7,567	+8%	+$567K	0.02%	654
2017 Q4	$6.94M	Hold	96,500	–	–	0.02%	681
2017 Q3	$7.19M	Hold	96,500	–	–	0.02%	654
2017 Q2	$7.22M	Sell	96,500 -3,300	-3%	-$242K	0.02%	636
2017 Q1	$7.52M	Hold	99,800	–	–	0.02%	618
2016 Q4	$7.7M	Hold	99,800	–	–	0.03%	601
2016 Q3	$5.93M	Buy	99,800 +34,100	+52%	+$1.95M	0.02%	658
2016 Q2	$3.5M	Hold	65,700	–	–	0.01%	789
2016 Q1	$3.39M	Buy	+65,700	New	+$3.16M	0.01%	790

Other funds holding UMBF

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

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

United Services Automobile Association's UMBF Position: Q2 2025 in Review

United Services Automobile Association sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 4,301 shares — an estimated $431K sold.

United Services Automobile Association first reported a position in UMBF in Q1 2016 and held it in 15 quarters. The position peaked at $7.96M in Q2 2018. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

United Services Automobile Association reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 4,301 UMB Financial shares in Q2 2025, an estimated $431K.
United Services Automobile Association first reported a position in UMB Financial in Q1 2016 and held it in 15 quarters.
United Services Automobile Association's UMB Financial position peaked at $7.96M in Q2 2018.
408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.