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Angel Oak Capital Advisors’s UMB Financial UMBF Stock Holding History

Angel Oak Capital Advisors’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
Q1 		$1.53M Hold
13,600
– – 1.7% 8
2025
Q4 		$1.56M Hold
13,600
– – 2.27% 9
2025
Q3 		$1.61M Hold
13,600
– – 1.26% 5
2025
Q2 		$1.43M Buy
13,600
+3,900
+40% +$389K 2.02% 13
2025
Q1 		$981K Buy
+9,700
New +$1.07M 1.31% 14

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Angel Oak Capital Advisors's UMBF Position: Q1 2026 in Review

Angel Oak Capital Advisors held its UMB Financial (UMBF) position steady in Q1 2026 at 13,600 shares worth $1.53M. The position accounts for 1.7% of the portfolio, ranked #8.

Angel Oak Capital Advisors first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.61M in Q3 2025. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Angel Oak Capital Advisors held 13,600 shares of UMB Financial worth $1.53M as of Q1 2026.
  • Angel Oak Capital Advisors left its UMB Financial share count unchanged in Q1 2026.
  • UMB Financial made up 1.7% of Angel Oak Capital Advisors's portfolio in Q1 2026, its #8 holding.
  • Angel Oak Capital Advisors first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • Angel Oak Capital Advisors's UMB Financial position peaked at $1.61M in Q3 2025.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.