AHL
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Abel Hall LLC’s UMB Financial UMBF Stock Holding History

Abel Hall LLC’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 		$498K Sell
3,486
-117
-3% -$15K 0.09% 244
2026
Q1 		$406K Sell
3,603
-761
-17% -$91.6K 0.09% 267
2025
Q4 		$502K Buy
4,364
+2,653
+155% +$301K 0.12% 171
2025
Q3 		$202K Buy
+1,711
New +$197K 0.08% 264

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
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
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Abel Hall LLC's UMBF Position: Q2 2026 in Review

Abel Hall LLC reduced its UMB Financial (UMBF) stake by 3.2% in Q2 2026, selling an estimated $15K and leaving 3,486 shares worth $498K. The position accounts for 0.09% of the portfolio, ranked #244.

Abel Hall LLC first reported a position in UMBF in Q3 2025 and has held it in 4 quarters since. The position peaked at $502K in Q4 2025. 124 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Abel Hall LLC held 3,486 shares of UMB Financial worth $498K as of Q2 2026.
  • Abel Hall LLC sold 117 UMB Financial shares in Q2 2026, an estimated $15K.
  • UMB Financial made up 0.09% of Abel Hall LLC's portfolio in Q2 2026, its #244 holding.
  • Abel Hall LLC first reported a position in UMB Financial in Q3 2025 and has held it in 4 quarters since.
  • Abel Hall LLC's UMB Financial position peaked at $502K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.