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Ballentine Partners’s UMB Financial UMBF Stock Holding History

Ballentine Partners’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 		$204K Buy
+1,432
New +$184K ﹤0.01% 1001

Other funds holding UMBF

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners's UMBF Position: Q2 2026 in Review

Ballentine Partners opened a new position in UMB Financial (UMBF) in Q2 2026: 1,432 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings.

48 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Ballentine Partners held 1,432 shares of UMB Financial worth $204K as of Q2 2026.
  • UMB Financial was a new Ballentine Partners position in Q2 2026.
  • UMB Financial made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1001 holding.
  • 48 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.