AlphaGrep UK
UMBF icon

AlphaGrep UK’s UMB Financial UMBF Stock Holding History

AlphaGrep UK’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
Q3 		$366K Buy
+2,813
New +$401K 0.11% 397
2026
Q2 		– Sell
-2,691
Closed -$304K – 963
2026
Q1 		$304K Buy
+2,691
New +$324K 0.09% 501

Other funds holding UMBF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

AlphaGrep UK's UMBF Position: Q3 2026 in Review

AlphaGrep UK opened a new position in UMB Financial (UMBF) in Q3 2026: 2,813 shares worth $366K. The stake represents 0.11% of the portfolio and ranks #397 among its holdings. This is a return to the name: AlphaGrep UK previously reported a position in UMBF as recently as Q1 2026.

AlphaGrep UK first reported a position in UMBF in Q1 2026 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • AlphaGrep UK held 2,813 shares of UMB Financial worth $366K as of Q3 2026.
  • UMB Financial was a new AlphaGrep UK position in Q3 2026.
  • UMB Financial made up 0.11% of AlphaGrep UK's portfolio in Q3 2026, its #397 holding.
  • AlphaGrep UK first reported a position in UMB Financial in Q1 2026 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.