BAM
UMBF icon

Bayview Asset Management’s UMB Financial UMBF Stock Holding History

Bayview 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 		$2.36M Buy
20,968
+10,968
+110% +$1.32M 0.91% 32
2025
Q4 		$1.15M Buy
10,000
+4,259
+74% +$482K 0.27% 64
2025
Q3 		$679K Buy
5,741
+241
+4% +$27.8K 0.17% 65
2025
Q2 		$578K Buy
+5,500
New +$548K 0.22% 53

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

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

Bayview Asset Management increased its UMB Financial (UMBF) stake by 110% in Q1 2026, buying an estimated $1.32M and bringing the position to 20,968 shares worth $2.36M. The position accounts for 0.91% of the portfolio, ranked #32.

Bayview Asset Management first reported a position in UMBF in Q2 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Bayview Asset Management held 20,968 shares of UMB Financial worth $2.36M as of Q1 2026.
  • Bayview Asset Management bought 10,968 UMB Financial shares in Q1 2026, an estimated $1.32M.
  • UMB Financial made up 0.91% of Bayview Asset Management's portfolio in Q1 2026, its #32 holding.
  • Bayview Asset Management first reported a position in UMB Financial in Q2 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

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