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B. Metzler seel. Sohn & Co’s UMB Financial UMBF Stock Holding History

B. Metzler seel. Sohn & Co’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 		$6.26M Buy
43,882
+5,621
+15% +$723K 0.05% 194
2026
Q1 		$4.32M Hold
38,261
– – 0.04% 246
2025
Q4 		$4.4M Buy
38,261
+11,083
+41% +$1.26M 0.04% 242
2025
Q3 		$3.22M Buy
+27,178
New +$3.13M 0.03% 289

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

B. Metzler seel. Sohn & Co's UMBF Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co increased its UMB Financial (UMBF) stake by 15% in Q2 2026, buying an estimated $723K and bringing the position to 43,882 shares worth $6.26M. The position accounts for 0.05% of the portfolio, ranked #194.

B. Metzler seel. Sohn & Co first reported a position in UMBF in Q3 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 43,882 shares of UMB Financial worth $6.26M as of Q2 2026.
  • B. Metzler seel. Sohn & Co bought 5,621 UMB Financial shares in Q2 2026, an estimated $723K.
  • UMB Financial made up 0.05% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #194 holding.
  • B. Metzler seel. Sohn & Co first reported a position in UMB Financial in Q3 2025 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.