Bessemer Group
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Bessemer Group’s UMB Financial UMBF Stock Holding History

Bessemer Group’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 		$11.1M Sell
77,982
-203,256
-72% -$26.1M 0.02% 376
2026
Q1 		$31.7M Buy
281,238
+280,785
+61,983% +$33.8M 0.05% 227
2025
Q4 		$52K Buy
453
+33
+8% +$3.74K ﹤0.01% 1636
2025
Q3 		$50K Buy
420
+177
+73% +$20.4K ﹤0.01% 1436
2025
Q2 		$26K Sell
243
-39
-14% -$3.89K ﹤0.01% 1495
2025
Q1 		$29K Buy
282
+104
+58% +$11.5K ﹤0.01% 1421
2024
Q4 		$20K Buy
178
+51
+40% +$5.9K ﹤0.01% 1528
2024
Q3 		$13K Buy
127
+84
+195% +$8.19K ﹤0.01% 1608
2024
Q2 		$4K Hold
43
– – ﹤0.01% 1792
2024
Q1 		$4K Hold
43
– – ﹤0.01% 1798
2023
Q4 		$4K Hold
43
– – ﹤0.01% 1854
2023
Q3 		$3K Buy
43
+9
+26% +$585 ﹤0.01% 1913
2023
Q2 		$2K Buy
+34
New +$2.03K ﹤0.01% 2085
2019
Q1 		– Sell
-4,678
Closed -$285K – 1972
2018
Q4 		$285K Buy
+4,678
New +$303K ﹤0.01% 891
2016
Q4 		– Sell
-30
Closed -$2K – 2055
2016
Q3 		$2K Buy
+30
New +$1.72K ﹤0.01% 1743
2014
Q4 		– Sell
-2,310
Closed -$126K – 1555
2014
Q3 		$126K Buy
+2,310
New +$133K ﹤0.01% 738

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

Bessemer Group's UMBF Position: Q2 2026 in Review

Bessemer Group reduced its UMB Financial (UMBF) stake by 72% in Q2 2026, selling an estimated $26.1M and leaving 77,982 shares worth $11.1M. The position accounts for 0.02% of the portfolio, ranked #376.

Bessemer Group first reported a position in UMBF in Q3 2014 and has held it in 16 quarters since. The position peaked at $31.7M in Q1 2026. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Bessemer Group held 77,982 shares of UMB Financial worth $11.1M as of Q2 2026.
  • Bessemer Group sold 203,256 UMB Financial shares in Q2 2026, an estimated $26.1M.
  • UMB Financial made up 0.02% of Bessemer Group's portfolio in Q2 2026, its #376 holding.
  • Bessemer Group first reported a position in UMB Financial in Q3 2014 and has held it in 16 quarters since.
  • Bessemer Group's UMB Financial position peaked at $31.7M in Q1 2026.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.