First Trust Advisors Boosts Stake in UMB Financial

Asset management firm increases holdings in Kansas City-based bank by 44.3% in Q3 2025

Published on Mar. 11, 2026

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First Trust Advisors LP grew its stake in UMB Financial Corporation (NASDAQ:UMBF) by 44.3% in the third quarter of 2025, according to the company's latest 13F filing with the Securities and Exchange Commission. The asset management firm now owns 580,926 shares of the Kansas City-based bank, representing approximately 0.76% of UMB Financial's outstanding stock.

Why it matters

This transaction highlights the continued investor interest in UMB Financial, a diversified financial services holding company with a strong presence in the Midwest. The increase in First Trust's stake suggests confidence in UMB's growth prospects and ability to navigate the evolving banking landscape.

The details

First Trust Advisors acquired an additional 178,297 shares of UMB Financial during the third quarter, bringing its total holdings to 580,926 shares. This represents a 44.3% increase in the firm's position compared to the previous quarter. UMB Financial, headquartered in Kansas City, Missouri, provides a range of commercial and consumer banking services, as well as wealth management, trust, and investment advisory services.

  • First Trust Advisors increased its stake in UMB Financial during the third quarter of 2025.

The players

First Trust Advisors LP

An asset management firm that has increased its holdings in UMB Financial Corporation.

UMB Financial Corporation

A diversified financial services holding company headquartered in Kansas City, Missouri, providing commercial and consumer banking, wealth management, and other financial services.

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The takeaway

The increase in First Trust Advisors' stake in UMB Financial reflects the continued investor interest in the Kansas City-based bank, which has maintained a strong presence in the Midwest financial services market. This transaction underscores UMB Financial's growth potential and ability to navigate the evolving banking landscape.