Abel Hall LLC
UMBF icon

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
Q3 		$464K Buy
3,568
+82
+2% +$11.7K 0.08% 246
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Powszechne Towarzystwo Emerytalne Allianz Polska
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $373M AUM 32.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Abel Hall LLC's UMBF Position: Q3 2026 in Review

Abel Hall LLC increased its UMB Financial (UMBF) stake by 2.4% in Q3 2026, buying an estimated $11.7K and bringing the position to 3,568 shares worth $464K. The position accounts for 0.08% of the portfolio, ranked #246.

Abel Hall LLC first reported a position in UMBF in Q3 2025 and has held it in 5 quarters since. The position peaked at $502K in Q4 2025. 214 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Abel Hall LLC held 3,568 shares of UMB Financial worth $464K as of Q3 2026.
  • Abel Hall LLC bought 82 UMB Financial shares in Q3 2026, an estimated $11.7K.
  • UMB Financial made up 0.08% of Abel Hall LLC's portfolio in Q3 2026, its #246 holding.
  • Abel Hall LLC first reported a position in UMB Financial in Q3 2025 and has held it in 5 quarters since.
  • Abel Hall LLC's UMB Financial position peaked at $502K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.