1832 Asset Management
UMBF icon

1832 Asset Management’s UMB Financial UMBF Stock Holding History

1832 Asset Management’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 		– Sell
-2,268
Closed -$256K – 707
2026
Q1 		$256K Sell
2,268
-130
-5% -$15.6K ﹤0.01% 625
2025
Q4 		$276K Sell
2,398
-24,002
-91% -$2.72M ﹤0.01% 661
2025
Q3 		$3.12M Buy
+26,400
New +$3.04M ﹤0.01% 425

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

1832 Asset Management's UMBF Position: Q2 2026 in Review

1832 Asset Management sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 2,268 shares — an estimated $256K sold.

1832 Asset Management first reported a position in UMBF in Q3 2025 and held it in 3 quarters. The position peaked at $3.12M in Q3 2025. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • 1832 Asset Management reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • 1832 Asset Management sold 2,268 UMB Financial shares in Q2 2026, an estimated $256K.
  • 1832 Asset Management first reported a position in UMB Financial in Q3 2025 and held it in 3 quarters.
  • 1832 Asset Management's UMB Financial position peaked at $3.12M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.