Arrowstreet Capital
UMBF icon

Arrowstreet Capital’s UMB Financial UMBF Stock Holding History

Arrowstreet Capital’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 		$36.3M Buy
+254,210
New +$32.7M 0.02% 666
2024
Q2 		– Sell
-20,367
Closed -$1.77M – 1781
2024
Q1 		$1.77M Sell
20,367
-8,597
-30% -$699K ﹤0.01% 1170
2023
Q4 		$2.42M Buy
+28,964
New +$2.04M ﹤0.01% 923
2023
Q2 		– Sell
-64,403
Closed -$3.72M – 1489
2023
Q1 		$3.72M Buy
+64,403
New +$5.23M ﹤0.01% 765
2022
Q4 		– Sell
-18,195
Closed -$1.53M – 1474
2022
Q3 		$1.53M Buy
18,195
+3,121
+21% +$282K ﹤0.01% 904
2022
Q2 		$1.3M Buy
+15,074
New +$1.37M ﹤0.01% 883
2021
Q1 		– Sell
-9,666
Closed -$667K – 2548
2020
Q4 		$667K Buy
+9,666
New +$620K ﹤0.01% 1940

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

Arrowstreet Capital's UMBF Position: Q2 2026 in Review

Arrowstreet Capital opened a new position in UMB Financial (UMBF) in Q2 2026: 254,210 shares worth $36.3M. The stake represents 0.02% of the portfolio and ranks #666 among its holdings. This is a return to the name: Arrowstreet Capital previously reported a position in UMBF as recently as Q1 2024.

Arrowstreet Capital first reported a position in UMBF in Q4 2020 and has held it in 7 quarters since. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Arrowstreet Capital held 254,210 shares of UMB Financial worth $36.3M as of Q2 2026.
  • UMB Financial was a new Arrowstreet Capital position in Q2 2026.
  • UMB Financial made up 0.02% of Arrowstreet Capital's portfolio in Q2 2026, its #666 holding.
  • Arrowstreet Capital first reported a position in UMB Financial in Q4 2020 and has held it in 7 quarters since.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Arrowstreet Capital's 13F filing for Q2 2026, filed 13 Aug 2026.