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Azora Capital LP’s UMB Financial UMBF Stock Holding History

Azora Capital LP’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 		$39.2M Buy
+274,871
New +$35.3M 1.65% 22
2025
Q1 		– Sell
-179,645
Closed -$20.3M – 62
2024
Q4 		$20.3M Sell
179,645
-221,333
-55% -$25.6M 0.91% 33
2024
Q3 		$42.1M Sell
400,978
-10,964
-3% -$1.07M 2.27% 18
2024
Q2 		$34.4M Buy
+411,942
New +$33.8M 1.58% 20

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 $3.37T AUM 44.26% 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

Azora Capital LP's UMBF Position: Q2 2026 in Review

Azora Capital LP opened a new position in UMB Financial (UMBF) in Q2 2026: 274,871 shares worth $39.2M. The stake represents 1.65% of the portfolio and ranks #22 among its holdings. This is a return to the name: Azora Capital LP previously reported a position in UMBF as recently as Q4 2024.

Azora Capital LP first reported a position in UMBF in Q2 2024 and has held it in 4 quarters since. The position peaked at $42.1M in Q3 2024. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Azora Capital LP held 274,871 shares of UMB Financial worth $39.2M as of Q2 2026.
  • UMB Financial was a new Azora Capital LP position in Q2 2026.
  • UMB Financial made up 1.65% of Azora Capital LP's portfolio in Q2 2026, its #22 holding.
  • Azora Capital LP first reported a position in UMB Financial in Q2 2024 and has held it in 4 quarters since.
  • Azora Capital LP's UMB Financial position peaked at $42.1M in Q3 2024.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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