AllianceBernstein’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $147M | Buy |
1,300,605
+80,627
| +7% | +$10.4M | 0.05% | 263 |
|
|
2026
Q1 | $140M | Sell |
1,219,978
-222,895
| -15% | -$26.8M | 0.05% | 281 |
|
|
2025
Q4 | $166M | Sell |
1,442,873
-12,284
| -0.8% | -$1.39M | 0.05% | 256 |
|
|
2025
Q3 | $172M | Sell |
1,455,157
-33,461
| -2% | -$3.86M | 0.05% | 249 |
|
|
2025
Q2 | $157M | Buy |
1,488,618
+1,286,543
| +637% | +$128M | 0.05% | 253 |
|
|
2025
Q1 | $20.4M | Buy |
202,075
+109,434
| +118% | +$12.1M | 0.01% | 872 |
|
|
2024
Q4 | $10.5M | Sell |
92,641
-602
| -0.6% | -$69.6K | ﹤0.01% | 1170 |
|
|
2024
Q3 | $9.8M | Sell |
93,243
-1,098
| -1% | -$107K | ﹤0.01% | 1200 |
|
|
2024
Q2 | $7.87M | Sell |
94,341
-1,054
| -1% | -$86.4K | ﹤0.01% | 1286 |
|
|
2024
Q1 | $8.3M | Sell |
95,395
-2,890
| -3% | -$235K | ﹤0.01% | 1247 |
|
|
2023
Q4 | $8.21M | Sell |
98,285
-3,139
| -3% | -$221K | ﹤0.01% | 1261 |
|
|
2023
Q3 | $6.29M | Sell |
101,424
-2,347
| -2% | -$152K | ﹤0.01% | 1321 |
|
|
2023
Q2 | $6.32M | Sell |
103,771
-288
| -0.3% | -$17.2K | ﹤0.01% | 1344 |
|
|
2023
Q1 | $6.01M | Sell |
104,059
-778
| -0.7% | -$63.2K | ﹤0.01% | 1326 |
|
|
2022
Q4 | $8.76M | Buy |
104,837
+3,626
| +4% | +$305K | ﹤0.01% | 1164 |
|
|
2022
Q3 | $8.53M | Sell |
101,211
-278
| -0.3% | -$25.2K | ﹤0.01% | 1161 |
|
|
2022
Q2 | $8.74M | Sell |
101,489
-3,313
| -3% | -$300K | ﹤0.01% | 1175 |
|
|
2022
Q1 | $10.2M | Buy |
104,802
+850
| +0.8% | +$86.8K | ﹤0.01% | 1228 |
|
|
2021
Q4 | $11M | Sell |
103,952
-1,701
| -2% | -$175K | ﹤0.01% | 1198 |
|
|
2021
Q3 | $10.2M | Sell |
105,653
-1,933
| -2% | -$176K | ﹤0.01% | 1224 |
|
|
2021
Q2 | $10M | Sell |
107,586
-660
| -0.6% | -$62.7K | ﹤0.01% | 1238 |
|
|
2021
Q1 | $9.99M | Sell |
108,246
-4,363
| -4% | -$360K | ﹤0.01% | 1207 |
|
|
2020
Q4 | $7.77M | Buy |
112,609
+2,188
| +2% | +$140K | ﹤0.01% | 1251 |
|
|
2020
Q3 | $5.41M | Sell |
110,421
-3,162
| -3% | -$160K | ﹤0.01% | 1305 |
|
|
2020
Q2 | $5.86M | Sell |
113,583
-2,275
| -2% | -$112K | ﹤0.01% | 1245 |
|
|
2020
Q1 | $5.37M | Sell |
115,858
-400
| -0.3% | -$24.3K | ﹤0.01% | 1145 |
|
|
2019
Q4 | $7.98M | Buy |
116,258
+210
| +0.2% | +$13.9K | ﹤0.01% | 1177 |
|
|
2019
Q3 | $7.49M | Sell |
116,048
-1,640
| -1% | -$106K | ﹤0.01% | 1164 |
|
|
2019
Q2 | $7.75M | Sell |
117,688
-410
| -0.3% | -$27K | ﹤0.01% | 1170 |
|
|
2019
Q1 | $7.56M | Sell |
118,098
-790
| -0.7% | -$52.2K | ﹤0.01% | 1180 |
|
|
2018
Q4 | $7.25M | Buy |
118,888
+50,427
| +74% | +$3.27M | 0.01% | 1128 |
|
|
2018
Q3 | $4.85M | Buy |
68,461
+20
| +0% | +$1.5K | ﹤0.01% | 1305 |
|
|
2018
Q2 | $5.22M | Sell |
68,441
-435
| -0.6% | -$33.4K | ﹤0.01% | 1213 |
|
|
2018
Q1 | $4.99M | Buy |
68,876
+450
| +0.7% | +$33.7K | ﹤0.01% | 1219 |
|
|
2017
Q4 | $4.92M | Sell |
68,426
-30
| -0% | -$2.2K | ﹤0.01% | 1235 |
|
|
2017
Q3 | $5.1M | Sell |
68,456
-70
| -0.1% | -$4.9K | ﹤0.01% | 1197 |
|
|
2017
Q2 | $5.13M | Buy |
68,526
+40
| +0.1% | +$2.93K | ﹤0.01% | 1196 |
|
|
2017
Q1 | $5.16M | Sell |
68,486
-10
| -0% | -$765 | ﹤0.01% | 1173 |
|
|
2016
Q4 | $5.28M | Buy |
68,496
+1,035
| +2% | +$71.9K | ﹤0.01% | 1160 |
|
|
2016
Q3 | $4.01M | Buy |
67,461
+10
| +0% | +$573 | ﹤0.01% | 1255 |
|
|
2016
Q2 | $3.59M | Buy |
67,451
+1,900
| +3% | +$103K | ﹤0.01% | 1242 |
|
|
2016
Q1 | $3.38M | Hold |
65,551
| – | – | ﹤0.01% | 1236 |
|
|
2015
Q4 | $3.05M | Sell |
65,551
-34
| -0.1% | -$1.72K | ﹤0.01% | 1316 |
|
|
2015
Q3 | $3.33M | Sell |
65,585
-56
| -0.1% | -$2.95K | ﹤0.01% | 1271 |
|
|
2015
Q2 | $3.74M | Hold |
65,641
| – | – | ﹤0.01% | 1284 |
|
|
2015
Q1 | $3.47M | Hold |
65,641
| – | – | ﹤0.01% | 1340 |
|
|
2014
Q4 | $3.73M | Sell |
65,641
-1,700
| -3% | -$95.8K | ﹤0.01% | 1296 |
|
|
2014
Q3 | $3.67M | Hold |
67,341
| – | – | ﹤0.01% | 1259 |
|
|
2014
Q2 | $4.27M | Sell |
67,341
-892
| -1% | -$53.2K | ﹤0.01% | 1213 |
|
|
2014
Q1 | $4.42M | Sell |
68,233
-486
| -0.7% | -$30.4K | ﹤0.01% | 1201 |
|
|
2013
Q4 | $4.42M | Buy |
68,719
+455
| +0.7% | +$27.6K | ﹤0.01% | 1180 |
|
|
2013
Q3 | $3.71M | Sell |
68,264
-4,777
| -7% | -$279K | ﹤0.01% | 1259 |
|
|
2013
Q2 | $4.07M | Buy |
+73,041
| New | +$3.72M | ﹤0.01% | 1113 |
|
Other funds holding UMBF
UB
AllianceBernstein's UMBF Position: Q2 2026 in Review
AllianceBernstein increased its UMB Financial (UMBF) stake by 6.6% in Q2 2026, buying an estimated $10.4M and bringing the position to 1,300,605 shares worth $147M. The position accounts for 0.05% of the portfolio, ranked #263.
AllianceBernstein first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. The position peaked at $172M in Q3 2025. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- AllianceBernstein held 1,300,605 shares of UMB Financial worth $147M as of Q2 2026.
- AllianceBernstein bought 80,627 UMB Financial shares in Q2 2026, an estimated $10.4M.
- UMB Financial made up 0.05% of AllianceBernstein's portfolio in Q2 2026, its #263 holding.
- AllianceBernstein first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
- AllianceBernstein's UMB Financial position peaked at $172M in Q3 2025.
- 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.