Vontobel Holding
UMBF icon

Vontobel Holding’s UMB Financial UMBF Stock Holding History

Vontobel Holding’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 		– Sell
-3,265
Closed -$368K – 1547
2026
Q1 		$368K Sell
3,265
-130
-4% -$15.6K ﹤0.01% 939
2025
Q4 		$391K Sell
3,395
-1,403
-29% -$159K ﹤0.01% 1077
2025
Q3 		$568K Sell
4,798
-224
-4% -$25.8K ﹤0.01% 899
2025
Q2 		$528K Buy
5,022
+460
+10% +$45.9K ﹤0.01% 876
2025
Q1 		$461K Sell
4,562
-983
-18% -$108K ﹤0.01% 807
2024
Q4 		$626K Buy
5,545
+2,877
+108% +$333K ﹤0.01% 727
2024
Q3 		$280K Sell
2,668
-564
-17% -$55K ﹤0.01% 933
2024
Q2 		$270K Buy
+3,232
New +$265K ﹤0.01% 919

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

Vontobel Holding's UMBF Position: Q2 2026 in Review

Vontobel Holding sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 3,265 shares — an estimated $368K sold.

Vontobel Holding first reported a position in UMBF in Q2 2024 and held it in 8 quarters. The position peaked at $626K in Q4 2024. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Vontobel Holding reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Vontobel Holding sold 3,265 UMB Financial shares in Q2 2026, an estimated $368K.
  • Vontobel Holding first reported a position in UMB Financial in Q2 2024 and held it in 8 quarters.
  • Vontobel Holding's UMB Financial position peaked at $626K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.