VPIM
UMBF icon

Vanguard Personalized Indexing Management’s UMB Financial UMBF Stock Holding History

Vanguard Personalized Indexing Management’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
Q1 		$1.36M Buy
12,099
+6,029
+99% +$726K 0.01% 778
2025
Q4 		$698K Sell
6,070
-79
-1% -$8.95K 0.01% 1082
2025
Q3 		$728K Buy
6,149
+218
+4% +$25.1K 0.01% 1062
2025
Q2 		$624K Buy
5,931
+170
+3% +$17K 0.01% 1093
2025
Q1 		$582K Buy
5,761
+1,282
+29% +$141K 0.01% 1038
2024
Q4 		$506K Buy
4,479
+391
+10% +$45.2K 0.01% 1110
2024
Q3 		$430K Buy
4,088
+208
+5% +$20.3K 0.01% 1174
2024
Q2 		$324K Buy
3,880
+754
+24% +$61.8K 0.01% 1240
2024
Q1 		$272K Sell
3,126
-266
-8% -$21.6K 0.01% 1312
2023
Q4 		$283K Buy
+3,392
New +$239K 0.01% 1255

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Personalized Indexing Management's UMBF Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its UMB Financial (UMBF) stake by 99% in Q1 2026, buying an estimated $726K and bringing the position to 12,099 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #778.

Vanguard Personalized Indexing Management first reported a position in UMBF in Q4 2023 and has held it in 10 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Vanguard Personalized Indexing Management held 12,099 shares of UMB Financial worth $1.36M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 6,029 UMB Financial shares in Q1 2026, an estimated $726K.
  • UMB Financial made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #778 holding.
  • Vanguard Personalized Indexing Management first reported a position in UMB Financial in Q4 2023 and has held it in 10 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.