Amundi
UMBF icon

Amundi’s UMB Financial UMBF Stock Holding History

Amundi’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 		$660K Buy
4,620
+593
+15% +$76.2K ﹤0.01% 1545
2026
Q1 		$454K Buy
4,027
+1,937
+93% +$233K ﹤0.01% 1581
2025
Q4 		$240K Buy
+2,090
New +$237K ﹤0.01% 1709
2025
Q2 		– Sell
-4
Closed -$364 – 2153
2025
Q1 		$364 Hold
4
– – ﹤0.01% 2143
2024
Q4 		$441 Buy
+4
New +$463 ﹤0.01% 2117
2022
Q2 		– Sell
-2,205
Closed -$208K – 1719
2022
Q1 		$208K Sell
2,205
-187
-8% -$19.1K ﹤0.01% 1386
2021
Q4 		$264K Hold
2,392
– – ﹤0.01% 1462
2021
Q3 		$231K Hold
2,392
– – ﹤0.01% 1419
2021
Q2 		$223K Buy
+2,392
New +$227K ﹤0.01% 1361

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

Amundi's UMBF Position: Q2 2026 in Review

Amundi increased its UMB Financial (UMBF) stake by 15% in Q2 2026, buying an estimated $76.2K and bringing the position to 4,620 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Amundi first reported a position in UMBF in Q2 2021 and has held it in 9 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Amundi held 4,620 shares of UMB Financial worth $660K as of Q2 2026.
  • Amundi bought 593 UMB Financial shares in Q2 2026, an estimated $76.2K.
  • UMB Financial made up ﹤0.01% of Amundi's portfolio in Q2 2026, its #1545 holding.
  • Amundi first reported a position in UMB Financial in Q2 2021 and has held it in 9 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.