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Winch Advisory Services’s UMB Financial UMBF Stock Holding History

Winch Advisory Services’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
Q4 		– Sell
-66
Closed -$7.8K – 519
2025
Q3 		$7.8K Sell
66
-169
-72% -$19.5K ﹤0.01% 328
2025
Q2 		$24.7K Buy
235
+1
+0.4% +$100 0.01% 220
2025
Q1 		$23.6K Buy
+234
New +$25.8K 0.01% 210

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.9B AUM 29.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Winch Advisory Services's UMBF Position: Q4 2025 in Review

Winch Advisory Services sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 66 shares — an estimated $7.8K sold.

Winch Advisory Services first reported a position in UMBF in Q1 2025 and held it in 3 quarters. The position peaked at $24.7K in Q2 2025. 412 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Winch Advisory Services reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
  • Winch Advisory Services sold 66 UMB Financial shares in Q4 2025, an estimated $7.8K.
  • Winch Advisory Services first reported a position in UMB Financial in Q1 2025 and held it in 3 quarters.
  • Winch Advisory Services's UMB Financial position peaked at $24.7K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Winch Advisory Services's 13F filing for Q4 2025, filed 3 Feb 2026.