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Boothbay Fund Management’s UMB Financial UMBF Stock Holding History

Boothbay Fund 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 		– Sell
-20,087
Closed -$2.27M – 2650
2026
Q1 		$2.27M Buy
+20,087
New +$2.42M 0.03% 565
2025
Q3 		– Sell
-63,563
Closed -$6.68M – 2186
2025
Q2 		$6.68M Sell
63,563
-4,568
-7% -$455K 0.13% 220
2025
Q1 		$6.89M Buy
+68,131
New +$7.51M 0.18% 149
2024
Q2 		– Sell
-44,015
Closed -$3.83M – 1872
2024
Q1 		$3.83M Buy
+44,015
New +$3.58M 0.07% 314
2023
Q3 		– Sell
-9,000
Closed -$548K – 2094
2023
Q2 		$548K Buy
+9,000
New +$537K 0.01% 1050

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

Boothbay Fund Management's UMBF Position: Q2 2026 in Review

Boothbay Fund Management sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 20,087 shares — an estimated $2.27M sold.

Boothbay Fund Management first reported a position in UMBF in Q2 2023 and held it in 5 quarters. The position peaked at $6.89M in Q1 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Boothbay Fund Management reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Boothbay Fund Management sold 20,087 UMB Financial shares in Q2 2026, an estimated $2.27M.
  • Boothbay Fund Management first reported a position in UMB Financial in Q2 2023 and held it in 5 quarters.
  • Boothbay Fund Management's UMB Financial position peaked at $6.89M in Q1 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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