Brant Point Investment Management’s UMB Financial UMBF Stock Holding History

Brant Point Investment 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	$5.03M	Sell	35,235 -8,159	-19%	-$1.05M	0.62%	46
2026 Q1	$4.89M	Sell	43,394 -660	-1%	-$79.4K	0.63%	41
2025 Q4	$5.07M	Sell	44,054 -10,000	-19%	-$1.13M	0.62%	48
2025 Q3	$6.4M	Sell	54,054 -5,000	-8%	-$576K	0.69%	29
2025 Q2	$6.21M	Buy	59,054 +14,599	+33%	+$1.46M	0.65%	27
2025 Q1	$4.49M	Sell	44,455 -8,545	-16%	-$942K	0.54%	46
2024 Q4	$5.98M	Buy	53,000 +3,000	+6%	+$347K	0.75%	33
2024 Q3	$5.26M	Buy	+50,000	New	+$4.87M	0.58%	45

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Brant Point Investment Management's UMBF Position: Q2 2026 in Review

Brant Point Investment Management reduced its UMB Financial (UMBF) stake by 19% in Q2 2026, selling an estimated $1.05M and leaving 35,235 shares worth $5.03M. The position accounts for 0.62% of the portfolio, ranked #46.

Brant Point Investment Management first reported a position in UMBF in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.4M in Q3 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Brant Point Investment Management held 35,235 shares of UMB Financial worth $5.03M as of Q2 2026.
Brant Point Investment Management sold 8,159 UMB Financial shares in Q2 2026, an estimated $1.05M.
UMB Financial made up 0.62% of Brant Point Investment Management's portfolio in Q2 2026, its #46 holding.
Brant Point Investment Management first reported a position in UMB Financial in Q3 2024 and has held it in 8 quarters since.
Brant Point Investment Management's UMB Financial position peaked at $6.4M in Q3 2025.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Brant Point Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.