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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Aquatic Capital Management reduced its UMB Financial (UMBF) stake by 99% in Q1 2026, selling an estimated $1.14M and leaving 111 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Aquatic Capital Management first reported a position in UMBF in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.47M in Q4 2024. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Aquatic Capital Management held 111 shares of UMB Financial worth $12.5K as of Q1 2026.
Aquatic Capital Management sold 9,493 UMB Financial shares in Q1 2026, an estimated $1.14M.
UMB Financial made up ﹤0.01% of Aquatic Capital Management's portfolio in Q1 2026, its #1260 holding.
Aquatic Capital Management first reported a position in UMB Financial in Q4 2021 and has held it in 12 quarters since.
Aquatic Capital Management's UMB Financial position peaked at $1.47M in Q4 2024.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

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