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 Q2	–	Sell	-2,691	Closed	-$304K	–	963
2026 Q1	$304K	Buy	+2,691	New	+$324K	0.09%	501

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AlphaGrep UK's UMBF Position: Q2 2026 in Review

AlphaGrep UK sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 2,691 shares — an estimated $304K sold.

AlphaGrep UK first reported a position in UMBF in Q1 2026 and held it in 1 quarter. The position peaked at $304K in Q1 2026. 456 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

AlphaGrep UK reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
AlphaGrep UK sold 2,691 UMB Financial shares in Q2 2026, an estimated $304K.
AlphaGrep UK first reported a position in UMB Financial in Q1 2026 and held it in 1 quarter.
AlphaGrep UK's UMB Financial position peaked at $304K in Q1 2026.
456 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.