AIM
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Axiom Investment Management’s UMB Financial UMBF Stock Holding History

Axiom Investment 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 		$28.2K Buy
+250
New +$30.1K 0.02% 243

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

Axiom Investment Management's UMBF Position: Q1 2026 in Review

Axiom Investment Management opened a new position in UMB Financial (UMBF) in Q1 2026: 250 shares worth $28.2K. The stake represents 0.02% of the portfolio and ranks #243 among its holdings.

450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Axiom Investment Management held 250 shares of UMB Financial worth $28.2K as of Q1 2026.
  • UMB Financial was a new Axiom Investment Management position in Q1 2026.
  • UMB Financial made up 0.02% of Axiom Investment Management's portfolio in Q1 2026, its #243 holding.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.