VA
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Vident Advisory’s UMB Financial UMBF Stock Holding History

Vident Advisory’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
Q3 		– Sell
-1,915
Closed -$201K – 1739
2025
Q2 		$201K Sell
1,915
-80
-4% -$7.98K ﹤0.01% 1503
2025
Q1 		$202K Buy
+1,995
New +$220K ﹤0.01% 1450

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Vident Advisory's UMBF Position: Q3 2025 in Review

Vident Advisory sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 1,915 shares — an estimated $201K sold.

Vident Advisory first reported a position in UMBF in Q1 2025 and held it in 2 quarters. The position peaked at $202K in Q1 2025. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Vident Advisory reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Vident Advisory sold 1,915 UMB Financial shares in Q3 2025, an estimated $201K.
  • Vident Advisory first reported a position in UMB Financial in Q1 2025 and held it in 2 quarters.
  • Vident Advisory's UMB Financial position peaked at $202K in Q1 2025.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Vident Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.