ACM
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Accent Capital Management’s UMB Financial UMBF Stock Holding History

Accent Capital 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
Q1 		$16.3K Sell
144
-6
-4% -$722 0.01% 162
2025
Q4 		$17.3K Hold
150
– – 0.01% 149
2025
Q3 		$17.8K Buy
150
+55
+58% +$6.34K 0.01% 157
2025
Q2 		$10K Hold
95
– – ﹤0.01% 224
2025
Q1 		$9.64K Hold
95
– – 0.01% 196
2024
Q4 		$10.8K Hold
95
– – 0.01% 144
2024
Q3 		$9.98K Buy
+95
New +$9.26K 0.01% 172

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Accent Capital Management's UMBF Position: Q1 2026 in Review

Accent Capital Management reduced its UMB Financial (UMBF) stake by 4% in Q1 2026, selling an estimated $722 and leaving 144 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #162.

Accent Capital Management first reported a position in UMBF in Q3 2024 and has held it in 7 quarters since. The position peaked at $17.8K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Accent Capital Management held 144 shares of UMB Financial worth $16.3K as of Q1 2026.
  • Accent Capital Management sold 6 UMB Financial shares in Q1 2026, an estimated $722.
  • UMB Financial made up 0.01% of Accent Capital Management's portfolio in Q1 2026, its #162 holding.
  • Accent Capital Management first reported a position in UMB Financial in Q3 2024 and has held it in 7 quarters since.
  • Accent Capital Management's UMB Financial position peaked at $17.8K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Accent Capital Management's 13F filing for Q1 2026, filed 11 May 2026.