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Bayforest Capital’s UMB Financial UMBF Stock Holding History

Bayforest Capital’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 		$111K Buy
775
+478
+161% +$61.4K 0.1% 391
2026
Q1 		$33.5K Sell
297
-1,022
-77% -$123K 0.04% 654
2025
Q4 		$152K Sell
1,319
-139
-10% -$15.7K 0.11% 362
2025
Q3 		$173K Buy
+1,458
New +$168K 0.08% 418
2025
Q2 		– Sell
-2,217
Closed -$224K – 914
2025
Q1 		$224K Buy
2,217
+2,157
+3,595% +$238K 0.1% 366
2024
Q4 		$6.77K Buy
+60
New +$6.94K 0.01% 643

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bayforest Capital's UMBF Position: Q2 2026 in Review

Bayforest Capital increased its UMB Financial (UMBF) stake by 161% in Q2 2026, buying an estimated $61.4K and bringing the position to 775 shares worth $111K. The position accounts for 0.1% of the portfolio, ranked #391.

Bayforest Capital first reported a position in UMBF in Q4 2024 and has held it in 6 quarters since. The position peaked at $224K in Q1 2025. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Bayforest Capital held 775 shares of UMB Financial worth $111K as of Q2 2026.
  • Bayforest Capital bought 478 UMB Financial shares in Q2 2026, an estimated $61.4K.
  • UMB Financial made up 0.1% of Bayforest Capital's portfolio in Q2 2026, its #391 holding.
  • Bayforest Capital first reported a position in UMB Financial in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's UMB Financial position peaked at $224K in Q1 2025.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.