B
UMBF icon

Bailard’s UMB Financial UMBF Stock Holding History

Bailard’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
2025
Q2 		– Sell
-7,123
Closed -$720K – 853
2025
Q1 		$720K Buy
7,123
+3,307
+87% +$365K 0.02% 367
2024
Q4 		$431K Sell
3,816
-3,400
-47% -$393K 0.01% 486
2024
Q3 		$758K Buy
7,216
+1,000
+16% +$97.5K 0.02% 362
2024
Q2 		$519K Sell
6,216
-3,713
-37% -$304K 0.01% 447
2024
Q1 		$864K Hold
9,929
– – 0.02% 326
2023
Q4 		$830K Hold
9,929
– – 0.02% 320
2023
Q3 		$616K Sell
9,929
-1,200
-11% -$77.9K 0.02% 359
2023
Q2 		$678K Buy
11,129
+5,600
+101% +$334K 0.02% 321
2023
Q1 		$319K Sell
5,529
-3,100
-36% -$252K 0.01% 496
2022
Q4 		$721K Buy
8,629
+1,216
+16% +$102K 0.03% 313
2022
Q3 		$625K Buy
7,413
+3,725
+101% +$337K 0.03% 303
2022
Q2 		$318K Buy
+3,688
New +$334K 0.01% 469
2021
Q4 		– Sell
-3,165
Closed -$306K – 786
2021
Q3 		$306K Sell
3,165
-200
-6% -$18.2K 0.01% 528
2021
Q2 		$313K Hold
3,365
– – 0.01% 510
2021
Q1 		$311K Sell
3,365
-2,760
-45% -$228K 0.01% 505
2020
Q4 		$423K Sell
6,125
-3,475
-36% -$223K 0.02% 364
2020
Q3 		$470K Buy
+9,600
New +$485K 0.02% 294
2020
Q1 		– Sell
-3,000
Closed -$206K – 568
2019
Q4 		$206K Buy
+3,000
New +$199K 0.01% 486

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bailard's UMBF Position: Q2 2025 in Review

Bailard sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 7,123 shares — an estimated $720K sold.

Bailard first reported a position in UMBF in Q4 2019 and held it in 18 quarters. The position peaked at $864K in Q1 2024. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • Bailard reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
  • Bailard sold 7,123 UMB Financial shares in Q2 2025, an estimated $720K.
  • Bailard first reported a position in UMB Financial in Q4 2019 and held it in 18 quarters.
  • Bailard's UMB Financial position peaked at $864K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Bailard's 13F filing for Q2 2025, filed 8 Aug 2025.