UMB Financial Corporation
US ˙ NasdaqGS ˙ US9027881088

SecurityUMBF / UMB Financial Corporation
InstitutionBoston Trust Walden Corp
Latest Disclosed Ownership208,003 shares
Latest Disclosed Value $ 23,460,659
Boston Trust Walden Corp reports 12.28% decrease in ownership of UMBF / UMB Financial Corporation

On April 24, 2026 - Boston Trust Walden Corp filed a 13F-HR form disclosing ownership of 208,003 shares of UMB Financial Corporation (US:UMBF) valued at $23,460,658 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 237,130 shares of UMB Financial Corporation. This represents a change in shares of -12.28% during the quarter. The current value of the position is $26,281,179 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 208,003 -29,127 -12.28 23,461 -14.00 0.1154
2026-01-28 2025-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 237,130 -15,792 -6.24 27,279 -8.87 0.2059
2025-10-17 2025-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 252,922 -4,541 -1.76 29,933 10.56 0.2196
2025-07-28 2025-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 257,463 -5,468 -2.08 27,075 1.85 0.1931
2025-04-21 2025-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 262,931 -5,019 -1.87 26,582 -12.10 0.1942
2025-01-24 2024-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 267,950 -4,612 -1.69 30,241 5.56 0.2122
2024-10-24 2024-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 272,562 -37,677 -12.14 28,649 10.70 0.1993
2024-07-19 2024-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 310,239 -377,983 -54.92 25,880 -56.77 0.1920
2024-04-22 2024-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 688,222 -465 -0.07 59,868 4.05 0.4271
2024-01-24 2023-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 688,687 4,677 0.68 57,540 35.57 0.4341
2023-10-18 2023-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 684,010 -44,531 -6.11 42,443 -4.34 0.3557
2023-07-24 2023-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 728,541 -7,890 -1.07 44,368 4.38 0.3639
2023-04-19 2023-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 736,431 -275,371 -27.22 42,507 -49.70 0.3669
2023-01-20 2022-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 1,011,802 -5,202 -0.51 84,506 -1.42 0.7430
2022-10-19 2022-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 1,017,004 181,504 21.72 85,723 19.16 0.8492
2022-07-22 2022-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 835,500 12,904 1.57 71,937 -9.99 0.6798
2022-04-20 2022-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 822,596 211,067 34.51 79,924 23.17 0.6602
2022-01-21 2021-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 611,529 789 0.13 64,890 9.86 0.5210
2021-10-25 2021-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 610,740 2,237 0.37 59,064 4.30 0.5230
2021-07-22 2021-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 608,503 10,808 1.81 56,627 2.61 0.5035
2021-04-21 2021-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 597,695 147,814 32.86 55,185 77.80 0.5344
2021-01-15 2020-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 449,881 -3,120 -0.69 31,038 39.80 0.3311
2020-10-14 2020-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 453,001 15,588 3.56 22,202 -1.54 0.2765
2020-07-23 2020-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 437,413 31,249 7.69 22,549 19.70 0.3045
2020-04-24 2020-03-31 13F/A-1 UMB FINANCIAL COMMON STOCK 902788108 406,164 9,944 2.51 18,838 -30.74 0.3002
2020-04-21 2020-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 406,164 9,944 18,838 167,042.2561
2020-01-10 2019-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 396,220 6,308 1.62 27,197 8.01 0.3166
2019-10-21 2019-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 389,912 13,761 3.66 25,181 1.71 0.3165
2019-07-25 2019-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 376,151 -4,002 -1.05 24,758 1.70 0.3222
2019-04-16 2019-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 380,153 6,103 1.63 24,345 6.75 0.3314
2019-01-17 2018-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 374,050 -7,304 -1.92 22,806 -15.65 0.3628
2018-10-23 2018-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 381,354 -9,910 -2.53 27,038 -9.35 0.3725
2018-07-25 2018-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 391,264 76,313 24.23 29,826 30.82 0.4377
2018-04-13 2018-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 314,951 -11,632 -3.56 22,799 -2.93 0.3459
2018-01-29 2017-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 326,583 -10,517 -3.12 23,488 -6.46 0.3443
2017-10-13 2017-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 337,100 -3,619 -1.06 25,110 -1.56 0.3910
2017-07-19 2017-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 340,719 -69,779 -17.00 25,507 -17.49 0.4099
2017-04-24 2017-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 410,498 -40,149 -8.91 30,915 -11.05 0.4818
2017-02-07 2016-12-31 13F/A-1 UMB FINANCIAL COMMON STOCK 902788108 450,647 -125,660 -21.80 34,754 1.44 0.5479
2017-02-01 2016-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 450,647 34,754
2016-10-17 2016-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 576,307 -14,478 -2.45 34,261 8.99 0.5648
2016-08-09 2016-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 590,785 -4,122 -0.69 31,436 2.35 0.5369
2016-04-19 2016-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 594,907 155,718 35.46 30,715 50.24 0.5348
2016-01-21 2015-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 439,189 -109,811 -20.00 20,444 -26.71 0.3792
2015-10-29 2015-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 549,000 -19,407 -3.41 27,895 -13.93 0.4660
2015-07-17 2015-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 568,407 122,262 27.40 32,411 37.36 0.4942
2015-04-15 2015-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 446,145 446,145 0.00 23,596 0.3503
2015-01-28 2014-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 0 -480,899 -100.00 0 -100.00
2014-10-23 2014-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 480,899 -243,438 -33.61 26,233 -42.87 0.4051
2014-08-01 2014-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 724,337 -66,028 -8.35 45,916 -10.21 0.6673
2014-04-11 2014-03-31 13F UMB FINANCIAL COMMON STOCK 902788108 790,365 -18,369 -2.27 51,137 -1.63 0.7596
2014-02-11 2013-12-31 13F UMB FINANCIAL COMMON STOCK 902788108 808,734 -57,202 -6.61 51,985 10.48 0.7584
2013-11-15 2013-09-30 13F UMB FINANCIAL COMMON STOCK 902788108 865,936 21,888 2.59 47,055 0.14 0.7200
2013-08-08 2013-06-30 13F UMB FINANCIAL COMMON STOCK 902788108 844,048 844,048 46,988 0.7586
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.