AQR Capital Management
UMBF icon

AQR Capital Management’s UMB Financial UMBF Stock Holding History

AQR Capital Management’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 		$21.5M Buy
192,661
+43,188
+29% +$5.2M 0.01% 1004
2025
Q4 		$17.2M Sell
149,473
-38,709
-21% -$4.39M 0.01% 993
2025
Q3 		$22.3M Buy
188,182
+4,030
+2% +$464K 0.01% 824
2025
Q2 		$19.4M Sell
184,152
-31,945
-15% -$3.19M 0.02% 809
2025
Q1 		$21.5M Sell
216,097
-178,502
-45% -$19.7M 0.02% 683
2024
Q4 		$44.5M Buy
394,599
+34,906
+10% +$4.04M 0.06% 421
2024
Q3 		$37.4M Buy
359,693
+60,423
+20% +$5.89M 0.05% 456
2024
Q2 		$24.6M Buy
299,270
+102,467
+52% +$8.4M 0.04% 516
2024
Q1 		$17M Buy
196,803
+9,527
+5% +$775K 0.03% 571
2023
Q4 		$15.6M Buy
187,276
+13,518
+8% +$951K 0.03% 563
2023
Q3 		$10.8M Buy
173,758
+141,535
+439% +$9.19M 0.02% 650
2023
Q2 		$1.96M Sell
32,223
-65,796
-67% -$3.93M ﹤0.01% 1264
2023
Q1 		$5.66M Sell
98,019
-108,399
-53% -$8.81M 0.01% 840
2022
Q4 		$17.2M Buy
206,418
+22,183
+12% +$1.86M 0.04% 518
2022
Q3 		$15.5M Sell
184,235
-30,640
-14% -$2.77M 0.04% 523
2022
Q2 		$18.2M Sell
214,875
-78,856
-27% -$7.15M 0.04% 528
2022
Q1 		$28.5M Buy
293,731
+32,945
+13% +$3.36M 0.05% 422
2021
Q4 		$27.7M Sell
260,786
-4,557
-2% -$470K 0.05% 405
2021
Q3 		$25.7M Buy
265,343
+24,595
+10% +$2.24M 0.05% 416
2021
Q2 		$22.4M Buy
240,748
+16,183
+7% +$1.54M 0.04% 473
2021
Q1 		$20.7M Buy
224,565
+95,087
+73% +$7.86M 0.03% 495
2020
Q4 		$8.86M Sell
129,478
-10,583
-8% -$679K 0.02% 645
2020
Q3 		$6.86M Buy
140,061
+80,796
+136% +$4.08M 0.01% 704
2020
Q2 		$2.99M Buy
59,265
+27,211
+85% +$1.33M ﹤0.01% 985
2020
Q1 		$1.49M Buy
32,054
+25,697
+404% +$1.56M ﹤0.01% 1185
2019
Q4 		$436K Buy
+6,357
New +$422K ﹤0.01% 1797
2019
Q1 		– Sell
-4,782
Closed -$292K – 2223
2018
Q4 		$292K Sell
4,782
-13,043
-73% -$846K ﹤0.01% 1969
2018
Q3 		$1.26M Sell
17,825
-10,288
-37% -$773K ﹤0.01% 1603
2018
Q2 		$2.14M Buy
28,113
+6,081
+28% +$467K ﹤0.01% 1395
2018
Q1 		$1.59M Buy
22,032
+17,303
+366% +$1.3M ﹤0.01% 1460
2017
Q4 		$340K Sell
4,729
-72,681
-94% -$5.34M ﹤0.01% 2031
2017
Q3 		$5.77M Sell
77,410
-23,194
-23% -$1.62M 0.01% 968
2017
Q2 		$7.53M Buy
100,604
+84
+0.1% +$6.15K 0.01% 880
2017
Q1 		$7.57M Buy
100,520
+75,232
+298% +$5.76M 0.01% 855
2016
Q4 		$1.95M Buy
+25,288
New +$1.76M ﹤0.01% 1419
2015
Q4 		– Sell
-4,200
Closed -$213K – 2312
2015
Q3 		$213K Sell
4,200
-3,499
-45% -$185K ﹤0.01% 2039
2015
Q2 		$439K Sell
7,699
-34
-0.4% -$1.83K ﹤0.01% 1844
2015
Q1 		$409K Hold
7,733
– – ﹤0.01% 1772
2014
Q4 		$440K Sell
7,733
-4,645
-38% -$262K ﹤0.01% 2026
2014
Q3 		$675K Sell
12,378
-2,900
-19% -$167K ﹤0.01% 1812
2014
Q2 		$968K Sell
15,278
-14,300
-48% -$853K ﹤0.01% 1666
2014
Q1 		$1.91M Sell
29,578
-2,100
-7% -$131K 0.01% 1342
2013
Q4 		$2.04M Sell
31,678
-16,371
-34% -$994K 0.01% 1348
2013
Q3 		$2.61M Sell
48,049
-19,300
-29% -$1.13M 0.01% 1121
2013
Q2 		$3.75M Buy
+67,349
New +$3.43M 0.01% 985

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

AQR Capital Management's UMBF Position: Q1 2026 in Review

AQR Capital Management increased its UMB Financial (UMBF) stake by 29% in Q1 2026, buying an estimated $5.2M and bringing the position to 192,661 shares worth $21.5M. The position accounts for 0.01% of the portfolio, ranked #1004.

AQR Capital Management first reported a position in UMBF in Q2 2013 and has held it in 45 quarters since. The position peaked at $44.5M in Q4 2024. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • AQR Capital Management held 192,661 shares of UMB Financial worth $21.5M as of Q1 2026.
  • AQR Capital Management bought 43,188 UMB Financial shares in Q1 2026, an estimated $5.2M.
  • UMB Financial made up 0.01% of AQR Capital Management's portfolio in Q1 2026, its #1004 holding.
  • AQR Capital Management first reported a position in UMB Financial in Q2 2013 and has held it in 45 quarters since.
  • AQR Capital Management's UMB Financial position peaked at $44.5M in Q4 2024.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.