Balyasny Asset Management
UMBF icon

Balyasny Asset Management’s UMB Financial UMBF Stock Holding History

Balyasny Asset 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 		$577K Sell
5,120
-416,945
-99% -$50.2M ﹤0.01% 2309
2025
Q4 		$48.6M Buy
422,065
+388,253
+1,148% +$44M 0.06% 366
2025
Q3 		$4M Buy
33,812
+23,192
+218% +$2.67M 0.01% 1475
2025
Q2 		$1.12M Sell
10,620
-136,855
-93% -$13.6M ﹤0.01% 2002
2025
Q1 		$14.9M Buy
+147,475
New +$16.3M 0.02% 722
2024
Q1 		– Sell
-2,985
Closed -$249K – 3140
2023
Q4 		$249K Buy
+2,985
New +$210K ﹤0.01% 2236
2022
Q1 		– Sell
-18,843
Closed -$2M – 2862
2021
Q4 		$2M Buy
+18,843
New +$1.94M 0.01% 1216
2021
Q1 		– Sell
-20,264
Closed -$1.4M – 2088
2020
Q4 		$1.4M Buy
+20,264
New +$1.3M 0.01% 943
2020
Q1 		– Sell
-6,396
Closed -$439K – 1540
2019
Q4 		$439K Sell
6,396
-7,202
-53% -$478K ﹤0.01% 1018
2019
Q3 		$878K Buy
13,598
+5,459
+67% +$353K 0.01% 859
2019
Q2 		$536K Sell
8,139
-40,221
-83% -$2.65M ﹤0.01% 1212
2019
Q1 		$3.1M Buy
+48,360
New +$3.2M 0.02% 706
2018
Q3 		– Sell
-10,357
Closed -$790K – 2048
2018
Q2 		$790K Buy
10,357
+1,468
+17% +$113K ﹤0.01% 1197
2018
Q1 		$643K Buy
+8,889
New +$666K ﹤0.01% 1371
2017
Q4 		– Sell
-73,971
Closed -$5.51M – 2334
2017
Q3 		$5.51M Sell
73,971
-65,279
-47% -$4.57M 0.02% 684
2017
Q2 		$10.4M Sell
139,250
-17,931
-11% -$1.31M 0.04% 527
2017
Q1 		$11.8M Buy
+157,181
New +$12M 0.06% 437

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

Balyasny Asset Management's UMBF Position: Q1 2026 in Review

Balyasny Asset Management reduced its UMB Financial (UMBF) stake by 99% in Q1 2026, selling an estimated $50.2M and leaving 5,120 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

Balyasny Asset Management first reported a position in UMBF in Q1 2017 and has held it in 17 quarters since. The position peaked at $48.6M in Q4 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Balyasny Asset Management held 5,120 shares of UMB Financial worth $577K as of Q1 2026.
  • Balyasny Asset Management sold 416,945 UMB Financial shares in Q1 2026, an estimated $50.2M.
  • UMB Financial made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2309 holding.
  • Balyasny Asset Management first reported a position in UMB Financial in Q1 2017 and has held it in 17 quarters since.
  • Balyasny Asset Management's UMB Financial position peaked at $48.6M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.