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Washington Trust Advisors’s UMB Financial UMBF Stock Holding History

Washington Trust Advisors’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 		$1.02K Sell
9
-21
-70% -$2.53K ﹤0.01% 647
2025
Q4 		$3.48K Buy
30
+3
+11% +$340 ﹤0.01% 561
2025
Q3 		$3.19K Buy
+27
New +$3.11K ﹤0.01% 644

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

Washington Trust Advisors's UMBF Position: Q1 2026 in Review

Washington Trust Advisors reduced its UMB Financial (UMBF) stake by 70% in Q1 2026, selling an estimated $2.53K and leaving 9 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Washington Trust Advisors first reported a position in UMBF in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.48K in Q4 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Washington Trust Advisors held 9 shares of UMB Financial worth $1.02K as of Q1 2026.
  • Washington Trust Advisors sold 21 UMB Financial shares in Q1 2026, an estimated $2.53K.
  • UMB Financial made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #647 holding.
  • Washington Trust Advisors first reported a position in UMB Financial in Q3 2025 and has held it in 3 quarters since.
  • Washington Trust Advisors's UMB Financial position peaked at $3.48K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.