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
Q2 		$3.57M Buy
25,000
+4,032
+19% +$518K 0.72% 30
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 $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

Bayview Asset Management's UMBF Position: Q2 2026 in Review

Bayview Asset Management increased its UMB Financial (UMBF) stake by 19% in Q2 2026, buying an estimated $518K and bringing the position to 25,000 shares worth $3.57M. The position accounts for 0.72% of the portfolio, ranked #30.

Bayview Asset Management first reported a position in UMBF in Q2 2025 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Bayview Asset Management held 25,000 shares of UMB Financial worth $3.57M as of Q2 2026.
  • Bayview Asset Management bought 4,032 UMB Financial shares in Q2 2026, an estimated $518K.
  • UMB Financial made up 0.72% of Bayview Asset Management's portfolio in Q2 2026, its #30 holding.
  • Bayview Asset Management first reported a position in UMB Financial in Q2 2025 and has held it in 5 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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