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
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 $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

Vontobel Holding's UMBF Position: Q1 2026 in Review

Vontobel Holding reduced its UMB Financial (UMBF) stake by 3.8% in Q1 2026, selling an estimated $15.6K and leaving 3,265 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Vontobel Holding first reported a position in UMBF in Q2 2024 and has held it in 8 quarters since. The position peaked at $626K in Q4 2024. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Vontobel Holding held 3,265 shares of UMB Financial worth $368K as of Q1 2026.
  • Vontobel Holding sold 130 UMB Financial shares in Q1 2026, an estimated $15.6K.
  • UMB Financial made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #939 holding.
  • Vontobel Holding first reported a position in UMB Financial in Q2 2024 and has held it in 8 quarters since.
  • Vontobel Holding's UMB Financial position peaked at $626K in Q4 2024.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.