1620 Investment Advisors’s UMB Financial UMBF Stock Holding History

1620 Investment 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 Q2	$134K	Sell	941 -46	-5%	-$5.91K	0.08%	225
2026 Q1	$111K	Buy	987 +9	+0.9%	+$1.08K	0.08%	224
2025 Q4	$113K	Hold	978	–	–	0.08%	218
2025 Q3	$116K	Buy	978 +967	+8,791%	+$111K	0.08%	211
2025 Q2	$75	Sell	11 -1,029	-99%	-$103K	﹤0.01%	673
2025 Q1	$105K	Sell	1,040 -395	-28%	-$43.5K	0.08%	208
2024 Q4	$162K	Sell	1,435 -70	-5%	-$8.09K	0.12%	170
2024 Q3	$158K	Sell	1,505 -30	-2%	-$2.92K	0.11%	175
2024 Q2	$128K	Buy	+1,535	New	+$126K	0.1%	193

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

1620 Investment Advisors's UMBF Position: Q2 2026 in Review

1620 Investment Advisors reduced its UMB Financial (UMBF) stake by 4.7% in Q2 2026, selling an estimated $5.91K and leaving 941 shares worth $134K. The position accounts for 0.08% of the portfolio, ranked #225.

1620 Investment Advisors first reported a position in UMBF in Q2 2024 and has held it in 9 quarters since. The position peaked at $162K in Q4 2024. 123 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

1620 Investment Advisors held 941 shares of UMB Financial worth $134K as of Q2 2026.
1620 Investment Advisors sold 46 UMB Financial shares in Q2 2026, an estimated $5.91K.
UMB Financial made up 0.08% of 1620 Investment Advisors's portfolio in Q2 2026, its #225 holding.
1620 Investment Advisors first reported a position in UMB Financial in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's UMB Financial position peaked at $162K in Q4 2024.
123 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.