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Accredited Investors’s UMB Financial UMBF Stock Holding History

Accredited Investors’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 		$919K Sell
6,439
-2,050
-24% -$264K 0.04% 122
2026
Q1 		$957K Sell
8,489
-1,450
-15% -$175K 0.05% 112
2025
Q4 		$1.14M Hold
9,939
– – 0.06% 99
2025
Q3 		$1.18M Hold
9,939
– – 0.07% 92
2025
Q2 		$1.05M Sell
9,939
-982
-9% -$97.9K 0.06% 96
2025
Q1 		$1.1M Buy
+10,921
New +$1.2M 0.07% 85

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

Accredited Investors's UMBF Position: Q2 2026 in Review

Accredited Investors reduced its UMB Financial (UMBF) stake by 24% in Q2 2026, selling an estimated $264K and leaving 6,439 shares worth $919K. The position accounts for 0.04% of the portfolio, ranked #122.

Accredited Investors first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.18M in Q3 2025. 155 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Accredited Investors held 6,439 shares of UMB Financial worth $919K as of Q2 2026.
  • Accredited Investors sold 2,050 UMB Financial shares in Q2 2026, an estimated $264K.
  • UMB Financial made up 0.04% of Accredited Investors's portfolio in Q2 2026, its #122 holding.
  • Accredited Investors first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • Accredited Investors's UMB Financial position peaked at $1.18M in Q3 2025.
  • 155 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.