Bank of America’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $129M | Buy |
904,683
+209,407
| +30% | +$26.9M | 0.01% | 1016 |
|
|
2026
Q1 | $78.4M | Buy |
695,276
+45,547
| +7% | +$5.48M | 0.01% | 1295 |
|
|
2025
Q4 | $74.7M | Sell |
649,729
-63,928
| -9% | -$7.24M | 0.01% | 1290 |
|
|
2025
Q3 | $84.5M | Sell |
713,657
-42,335
| -6% | -$4.88M | 0.01% | 1322 |
|
|
2025
Q2 | $79.5M | Sell |
755,992
-64,310
| -8% | -$6.41M | 0.01% | 1324 |
|
|
2025
Q1 | $82.9M | Buy |
820,302
+390,383
| +91% | +$43M | 0.01% | 1206 |
|
|
2024
Q4 | $48.5M | Sell |
429,919
-166,394
| -28% | -$19.2M | ﹤0.01% | 1524 |
|
|
2024
Q3 | $62.7M | Buy |
596,313
+151,582
| +34% | +$14.8M | 0.01% | 1375 |
|
|
2024
Q2 | $37.1M | Buy |
444,731
+147,164
| +49% | +$12.1M | ﹤0.01% | 1694 |
|
|
2024
Q1 | $25.9M | Buy |
297,567
+3,706
| +1% | +$301K | ﹤0.01% | 2032 |
|
|
2023
Q4 | $24.6M | Buy |
293,861
+60,936
| +26% | +$4.29M | ﹤0.01% | 1956 |
|
|
2023
Q3 | $14.5M | Sell |
232,925
-3,218
| -1% | -$209K | ﹤0.01% | 2375 |
|
|
2023
Q2 | $14.4M | Sell |
236,143
-93,987
| -28% | -$5.61M | ﹤0.01% | 2337 |
|
|
2023
Q1 | $19.1M | Buy |
330,130
+46,823
| +17% | +$3.81M | ﹤0.01% | 2175 |
|
|
2022
Q4 | $23.7M | Buy |
283,307
+12,520
| +5% | +$1.05M | ﹤0.01% | 1885 |
|
|
2022
Q3 | $22.8M | Sell |
270,787
-34,230
| -11% | -$3.1M | ﹤0.01% | 1841 |
|
|
2022
Q2 | $26.3M | Sell |
305,017
-58,846
| -16% | -$5.33M | ﹤0.01% | 1775 |
|
|
2022
Q1 | $35.4M | Sell |
363,863
-26,217
| -7% | -$2.68M | ﹤0.01% | 1645 |
|
|
2021
Q4 | $41.4M | Buy |
390,080
+35,872
| +10% | +$3.7M | ﹤0.01% | 1550 |
|
|
2021
Q3 | $34.3M | Buy |
354,208
+46,461
| +15% | +$4.24M | ﹤0.01% | 1638 |
|
|
2021
Q2 | $28.6M | Sell |
307,747
-45,219
| -13% | -$4.3M | ﹤0.01% | 1811 |
|
|
2021
Q1 | $32.6M | Buy |
352,966
+101,224
| +40% | +$8.36M | ﹤0.01% | 1620 |
|
|
2020
Q4 | $17.4M | Buy |
251,742
+13,908
| +6% | +$892K | ﹤0.01% | 2017 |
|
|
2020
Q3 | $11.7M | Buy |
237,834
+16,803
| +8% | +$848K | ﹤0.01% | 2153 |
|
|
2020
Q2 | $11.4M | Buy |
221,031
+29,241
| +15% | +$1.43M | ﹤0.01% | 2088 |
|
|
2020
Q1 | $8.9M | Sell |
191,790
-34,495
| -15% | -$2.1M | ﹤0.01% | 2154 |
|
|
2019
Q4 | $15.5M | Sell |
226,285
-29,003
| -11% | -$1.92M | ﹤0.01% | 2127 |
|
|
2019
Q3 | $16.5M | Buy |
255,288
+6,041
| +2% | +$390K | ﹤0.01% | 2020 |
|
|
2019
Q2 | $16.4M | Sell |
249,247
-68,246
| -21% | -$4.5M | ﹤0.01% | 2050 |
|
|
2019
Q1 | $20.3M | Buy |
317,493
+14,551
| +5% | +$962K | ﹤0.01% | 1811 |
|
|
2018
Q4 | $18.5M | Buy |
302,942
+93,186
| +44% | +$6.04M | ﹤0.01% | 1729 |
|
|
2018
Q3 | $14.9M | Sell |
209,756
-12,777
| -6% | -$960K | ﹤0.01% | 2091 |
|
|
2018
Q2 | $17M | Sell |
222,533
-22,358
| -9% | -$1.72M | ﹤0.01% | 1960 |
|
|
2018
Q1 | $17.7M | Buy |
244,891
+5,972
| +2% | +$447K | ﹤0.01% | 1882 |
|
|
2017
Q4 | $17.2M | Sell |
238,919
-32,895
| -12% | -$2.42M | ﹤0.01% | 1943 |
|
|
2017
Q3 | $20.2M | Buy |
271,814
+16,815
| +7% | +$1.18M | ﹤0.01% | 1868 |
|
|
2017
Q2 | $19.1M | Sell |
254,999
-5,404
| -2% | -$396K | ﹤0.01% | 1786 |
|
|
2017
Q1 | $19.6M | Buy |
260,403
+38,748
| +17% | +$2.96M | ﹤0.01% | 1765 |
|
|
2016
Q4 | $17.1M | Buy |
221,655
+40,835
| +23% | +$2.84M | ﹤0.01% | 1815 |
|
|
2016
Q3 | $10.8M | Buy |
180,820
+18,270
| +11% | +$1.05M | ﹤0.01% | 2170 |
|
|
2016
Q2 | $8.65M | Sell |
162,550
-8,086
| -5% | -$439K | ﹤0.01% | 2323 |
|
|
2016
Q1 | $8.81M | Sell |
170,636
-3,035
| -2% | -$146K | ﹤0.01% | 2265 |
|
|
2015
Q4 | $8.09M | Sell |
173,671
-4,883
| -3% | -$246K | ﹤0.01% | 2476 |
|
|
2015
Q3 | $9.07M | Buy |
178,554
+125,867
| +239% | +$6.64M | ﹤0.01% | 2315 |
|
|
2015
Q2 | $3M | Buy |
52,687
+35,468
| +206% | +$1.91M | ﹤0.01% | 3081 |
|
|
2015
Q1 | $910K | Sell |
17,219
-8,303
| -33% | -$431K | ﹤0.01% | 3848 |
|
|
2014
Q4 | $1.45M | Buy |
25,522
+8,286
| +48% | +$467K | ﹤0.01% | 3701 |
|
|
2014
Q3 | $940K | Sell |
17,236
-711
| -4% | -$41K | ﹤0.01% | 4043 |
|
|
2014
Q2 | $1.14M | Sell |
17,947
-37,307
| -68% | -$2.22M | ﹤0.01% | 3877 |
|
|
2014
Q1 | $3.58M | Buy |
55,254
+6,831
| +14% | +$427K | ﹤0.01% | 2698 |
|
|
2013
Q4 | $3.11M | Buy |
48,423
+11,737
| +32% | +$713K | ﹤0.01% | 2904 |
|
|
2013
Q3 | $1.99M | Buy |
36,686
+7,288
| +25% | +$425K | ﹤0.01% | 3278 |
|
|
2013
Q2 | $1.64M | Buy |
+29,398
| New | +$1.5M | ﹤0.01% | 3448 |
|
Other funds holding UMBF
UB
Bank of America's UMBF Position: Q2 2026 in Review
Bank of America increased its UMB Financial (UMBF) stake by 30% in Q2 2026, buying an estimated $26.9M and bringing the position to 904,683 shares worth $129M. The position accounts for 0.01% of the portfolio, ranked #1016.
Bank of America first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- Bank of America held 904,683 shares of UMB Financial worth $129M as of Q2 2026.
- Bank of America bought 209,407 UMB Financial shares in Q2 2026, an estimated $26.9M.
- UMB Financial made up 0.01% of Bank of America's portfolio in Q2 2026, its #1016 holding.
- Bank of America first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
- 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.