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Aquatic Capital Management’s UMB Financial UMBF Stock Holding History

Aquatic 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
Q2 		– Sell
-111
Closed -$12.5K – 1759
2026
Q1 		$12.5K Sell
111
-9,493
-99% -$1.14M ﹤0.01% 1260
2025
Q4 		$1.1M Buy
+9,604
New +$1.09M 0.03% 520
2025
Q3 		– Sell
-8,886
Closed -$934K – 1689
2025
Q2 		$934K Buy
+8,886
New +$886K 0.02% 661
2025
Q1 		– Sell
-12,982
Closed -$1.47M – 1647
2024
Q4 		$1.47M Buy
12,982
+12,082
+1,342% +$1.4M 0.04% 441
2024
Q3 		$94.6K Sell
900
-3,900
-81% -$380K ﹤0.01% 929
2024
Q2 		$400K Buy
+4,800
New +$394K 0.01% 593
2024
Q1 		– Sell
-7,900
Closed -$660K – 1665
2023
Q4 		$660K Buy
7,900
+1,300
+20% +$91.4K 0.02% 573
2023
Q3 		$410K Buy
6,600
+2,600
+65% +$169K 0.02% 527
2023
Q2 		$244K Sell
4,000
-5,000
-56% -$298K 0.01% 619
2023
Q1 		$519K Buy
+9,000
New +$731K 0.03% 408
2022
Q3 		– Sell
-100
Closed -$9K – 1568
2022
Q2 		$9K Buy
+100
New +$9.06K ﹤0.01% 988
2022
Q1 		– Sell
-500
Closed -$53K – 1552
2021
Q4 		$53K Buy
+500
New +$51.6K 0.1% 294

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 $3.38T AUM 44.17% 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

Aquatic Capital Management's UMBF Position: Q2 2026 in Review

Aquatic Capital Management sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 111 shares — an estimated $12.5K sold.

Aquatic Capital Management first reported a position in UMBF in Q4 2021 and held it in 12 quarters. The position peaked at $1.47M in Q4 2024. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Aquatic Capital Management reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 111 UMB Financial shares in Q2 2026, an estimated $12.5K.
  • Aquatic Capital Management first reported a position in UMB Financial in Q4 2021 and held it in 12 quarters.
  • Aquatic Capital Management's UMB Financial position peaked at $1.47M in Q4 2024.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.