BCM
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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
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
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

Basswood Capital Management's UMBF Position: Q1 2026 in Review

Basswood Capital Management sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 115,120 shares — an estimated $13.2M sold.

Basswood Capital Management first reported a position in UMBF in Q2 2024 and held it in 7 quarters. The position peaked at $19.4M in Q2 2024. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Basswood Capital Management reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
  • Basswood Capital Management sold 115,120 UMB Financial shares in Q1 2026, an estimated $13.2M.
  • Basswood Capital Management first reported a position in UMB Financial in Q2 2024 and held it in 7 quarters.
  • Basswood Capital Management's UMB Financial position peaked at $19.4M in Q2 2024.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

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