Basswood Capital Management’s UMB Financial UMBF Stock Holding History

Basswood Capital 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 Q2	$20.6M	Buy	+144,257	New	+$18.5M	0.82%	44
2026 Q1	–	Sell	-115,120	Closed	-$13.2M	–	124
2025 Q4	$13.2M	Hold	115,120	–	–	0.54%	59
2025 Q3	$13.6M	Sell	115,120 -6,667	-5%	-$768K	0.56%	56
2025 Q2	$12.8M	Hold	121,787	–	–	0.59%	57
2025 Q1	$12.3M	Hold	121,787	–	–	0.69%	57
2024 Q4	$13.7M	Hold	121,787	–	–	0.8%	46
2024 Q3	$12.8M	Sell	121,787 -111,094	-48%	-$10.8M	0.66%	52
2024 Q2	$19.4M	Buy	+232,881	New	+$19.1M	1.26%	32

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Basswood Capital Management's UMBF Position: Q2 2026 in Review

Basswood Capital Management opened a new position in UMB Financial (UMBF) in Q2 2026: 144,257 shares worth $20.6M. The stake represents 0.82% of the portfolio and ranks #44 among its holdings. This is a return to the name: Basswood Capital Management previously reported a position in UMBF as recently as Q4 2025.

Basswood Capital Management first reported a position in UMBF in Q2 2024 and has held it in 8 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Basswood Capital Management held 144,257 shares of UMB Financial worth $20.6M as of Q2 2026.
UMB Financial was a new Basswood Capital Management position in Q2 2026.
UMB Financial made up 0.82% of Basswood Capital Management's portfolio in Q2 2026, its #44 holding.
Basswood Capital Management first reported a position in UMB Financial in Q2 2024 and has held it in 8 quarters since.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Basswood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.