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Amalgamated Bank’s UMB Financial UMBF Stock Holding History

Amalgamated Bank’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 		$4.34M Sell
30,389
-521
-2% -$67K 0.03% 500
2026
Q1 		$3.49M Buy
30,910
+804
+3% +$96.8K 0.03% 563
2025
Q4 		$3.46M Sell
30,106
-1,168
-4% -$132K 0.03% 573
2025
Q3 		$3.7M Buy
31,274
+15
+0% +$1.73K 0.03% 547
2025
Q2 		$3.29M Buy
31,259
+1,310
+4% +$131K 0.03% 580
2025
Q1 		$3.03M Buy
29,949
+9,588
+47% +$1.06M 0.03% 593
2024
Q4 		$2.3M Buy
20,361
+376
+2% +$43.5K 0.02% 744
2024
Q3 		$2.1M Sell
19,985
-1,343
-6% -$131K 0.02% 794
2024
Q2 		$1.78M Sell
21,328
-1,593
-7% -$131K 0.02% 876
2024
Q1 		$1.99M Sell
22,921
-2,229
-9% -$181K 0.02% 859
2023
Q4 		$2.1M Sell
25,150
-91
-0.4% -$6.4K 0.02% 891
2023
Q3 		$1.57M Sell
25,241
-987
-4% -$64.1K 0.01% 964
2023
Q2 		$1.6M Sell
26,228
-1,374
-5% -$82K 0.01% 964
2023
Q1 		$1.59M Sell
27,602
-1,820
-6% -$148K 0.01% 946
2022
Q4 		$2.46M Buy
29,422
+515
+2% +$43.3K 0.02% 821
2022
Q3 		$2.44M Buy
28,907
+880
+3% +$79.6K 0.02% 752
2022
Q2 		$2.41M Buy
28,027
+461
+2% +$41.8K 0.02% 798
2022
Q1 		$2.68M Sell
27,566
-1,199
-4% -$122K 0.02% 807
2021
Q4 		$3.05M Buy
28,765
+150
+0.5% +$15.5K 0.02% 758
2021
Q3 		$2.77M Sell
28,615
-3,444
-11% -$314K 0.02% 792
2021
Q2 		$2.98M Buy
32,059
+28,168
+724% +$2.68M 0.02% 785
2021
Q1 		$359K Sell
3,891
-266
-6% -$22K 0.01% 1173
2020
Q4 		$287K Buy
4,157
+51
+1% +$3.27K 0.01% 1252
2020
Q3 		$201K Sell
4,106
-27
-0.7% -$1.36K 0.01% 1320
2020
Q2 		$213K Sell
4,133
-3,079
-43% -$151K 0.01% 1269
2020
Q1 		$334K Sell
7,212
-230
-3% -$14K 0.01% 1094
2019
Q4 		$511K Buy
7,442
+627
+9% +$41.6K 0.01% 1099
2019
Q3 		$440K Sell
6,815
-160
-2% -$10.3K 0.01% 1106
2019
Q2 		$459K Buy
6,975
+273
+4% +$18K 0.01% 1116
2019
Q1 		$429K Buy
6,702
+227
+4% +$15K 0.01% 1076
2018
Q4 		$395K Sell
6,475
-75
-1% -$4.86K 0.01% 1038
2018
Q3 		$464K Sell
6,550
-67
-1% -$5.03K 0.01% 971
2018
Q2 		$504K Buy
6,617
+198
+3% +$15.2K 0.01% 1027
2018
Q1 		$465K Sell
6,419
-102
-2% -$7.64K 0.01% 997
2017
Q4 		$469K Buy
6,521
+438
+7% +$32.2K 0.01% 1018
2017
Q3 		$453K Sell
6,083
-305
-5% -$21.4K 0.01% 994
2017
Q2 		$478K Buy
6,388
+99
+2% +$7.25K 0.02% 973
2017
Q1 		$474K Sell
6,289
-1
-0% -$77 0.02% 871
2016
Q4 		$485K Buy
6,290
+951
+18% +$66.1K 0.02% 856
2016
Q3 		$317K Buy
5,339
+23
+0.4% +$1.32K 0.02% 984
2016
Q2 		$305K Buy
5,316
+1,090
+26% +$59.2K 0.02% 994
2016
Q1 		$218K Buy
+4,226
New +$203K 0.02% 1087
2015
Q4 		– Sell
-4,107
Closed -$209K – 1266
2015
Q3 		$209K Buy
4,107
+45
+1% +$2.37K 0.02% 1126
2015
Q2 		$232K Buy
+4,062
New +$218K 0.02% 1157

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Amalgamated Bank's UMBF Position: Q2 2026 in Review

Amalgamated Bank reduced its UMB Financial (UMBF) stake by 1.7% in Q2 2026, selling an estimated $67K and leaving 30,389 shares worth $4.34M. The position accounts for 0.03% of the portfolio, ranked #500.

Amalgamated Bank first reported a position in UMBF in Q2 2015 and has held it in 44 quarters since. 230 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Amalgamated Bank held 30,389 shares of UMB Financial worth $4.34M as of Q2 2026.
  • Amalgamated Bank sold 521 UMB Financial shares in Q2 2026, an estimated $67K.
  • UMB Financial made up 0.03% of Amalgamated Bank's portfolio in Q2 2026, its #500 holding.
  • Amalgamated Bank first reported a position in UMB Financial in Q2 2015 and has held it in 44 quarters since.
  • 230 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.