Allianz Asset Management
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Allianz Asset Management’s UMB Financial UMBF Stock Holding History

Allianz Asset 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
Q2 		$2.7M Sell
18,908
-1,663
-8% -$214K ﹤0.01% 1641
2026
Q1 		$2.32M Sell
20,571
-39,952
-66% -$4.81M ﹤0.01% 1504
2025
Q4 		$6.96M Buy
60,523
+596
+1% +$67.5K 0.01% 985
2025
Q3 		$7.09M Buy
59,927
+5,989
+11% +$690K 0.01% 966
2025
Q2 		$5.67M Buy
+53,938
New +$5.38M 0.01% 1044
2025
Q1 		– Sell
-4,100
Closed -$463K – 2372
2024
Q4 		$463K Sell
4,100
-11,233
-73% -$1.3M ﹤0.01% 1888
2024
Q3 		$1.61M Sell
15,333
-533
-3% -$52K ﹤0.01% 1488
2024
Q2 		$1.32M Buy
15,866
+8,933
+129% +$733K ﹤0.01% 1476
2024
Q1 		$603K Hold
6,933
– – ﹤0.01% 1559
2023
Q4 		$579K Hold
6,933
– – ﹤0.01% 1803
2023
Q3 		$430K Buy
6,933
+1,933
+39% +$126K ﹤0.01% 1979
2023
Q2 		$305K Buy
+5,000
New +$298K ﹤0.01% 1834
2022
Q1 		– Sell
-45,189
Closed -$4.79M – 2666
2021
Q4 		$4.79M Buy
45,189
+41,946
+1,293% +$4.33M ﹤0.01% 1253
2021
Q3 		$314K Sell
3,243
-2,260
-41% -$206K ﹤0.01% 2396
2021
Q2 		$512K Buy
+5,503
New +$523K ﹤0.01% 2023

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

Allianz Asset Management's UMBF Position: Q2 2026 in Review

Allianz Asset Management reduced its UMB Financial (UMBF) stake by 8.1% in Q2 2026, selling an estimated $214K and leaving 18,908 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Allianz Asset Management first reported a position in UMBF in Q2 2021 and has held it in 15 quarters since. The position peaked at $7.09M in Q3 2025. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Allianz Asset Management held 18,908 shares of UMB Financial worth $2.7M as of Q2 2026.
  • Allianz Asset Management sold 1,663 UMB Financial shares in Q2 2026, an estimated $214K.
  • UMB Financial made up ﹤0.01% of Allianz Asset Management's portfolio in Q2 2026, its #1641 holding.
  • Allianz Asset Management first reported a position in UMB Financial in Q2 2021 and has held it in 15 quarters since.
  • Allianz Asset Management's UMB Financial position peaked at $7.09M in Q3 2025.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Allianz Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.