Adage Capital Partners
UMBF icon

Adage Capital Partners’s UMB Financial UMBF Stock Holding History

Adage Capital Partners’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
-160,691
Closed -$18.1M – 1093
2026
Q1 		$18.1M Sell
160,691
-219,520
-58% -$26.4M 0.03% 504
2025
Q4 		$43.7M Buy
380,211
+114,279
+43% +$12.9M 0.07% 285
2025
Q3 		$31.5M Sell
265,932
-134,068
-34% -$15.5M 0.05% 348
2025
Q2 		$42.1M Sell
400,000
-53,900
-12% -$5.37M 0.07% 276
2025
Q1 		$45.9M Buy
453,900
+152,192
+50% +$16.8M 0.09% 244
2024
Q4 		$34.1M Buy
301,708
+225,908
+298% +$26.1M 0.06% 298
2024
Q3 		$7.97M Sell
75,800
-87,158
-53% -$8.5M 0.01% 658
2024
Q2 		$13.6M Buy
+162,958
New +$13.4M 0.03% 535

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

Adage Capital Partners's UMBF Position: Q2 2026 in Review

Adage Capital Partners sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 160,691 shares — an estimated $18.1M sold.

Adage Capital Partners first reported a position in UMBF in Q2 2024 and held it in 8 quarters. The position peaked at $45.9M in Q1 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Adage Capital Partners reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Adage Capital Partners sold 160,691 UMB Financial shares in Q2 2026, an estimated $18.1M.
  • Adage Capital Partners first reported a position in UMB Financial in Q2 2024 and held it in 8 quarters.
  • Adage Capital Partners's UMB Financial position peaked at $45.9M in Q1 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.