Bridgeway Capital Management’s UMB Financial UMBF Stock Holding History

Bridgeway Capital 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	$3M	Buy	21,005 +10,000	+91%	+$1.29M	0.05%	444
2026 Q1	$1.24M	Buy	+11,005	New	+$1.32M	0.03%	659
2025 Q2	–	Sell	-31,305	Closed	-$3.16M	–	1267
2025 Q1	$3.16M	Buy	31,305 +1,005	+3%	+$111K	0.08%	354
2024 Q4	$3.42M	Hold	30,300	–	–	0.08%	373
2024 Q3	$3.18M	Buy	30,300 +7,000	+30%	+$682K	0.07%	393
2024 Q2	$1.94M	Hold	23,300	–	–	0.05%	521
2024 Q1	$2.03M	Hold	23,300	–	–	0.04%	580
2023 Q4	$1.95M	Hold	23,300	–	–	0.04%	597
2023 Q3	$1.45M	Hold	23,300	–	–	0.04%	621
2023 Q2	$1.42M	Hold	23,300	–	–	0.03%	647
2023 Q1	$1.34M	Buy	+23,300	New	+$1.89M	0.04%	652
2015 Q1	–	Sell	-39,900	Closed	-$2.27M	–	1524
2014 Q4	$2.27M	Hold	39,900	–	–	0.05%	473
2014 Q3	$2.18M	Hold	39,900	–	–	0.05%	457
2014 Q2	$2.53M	Sell	39,900 -700	-2%	-$41.7K	0.07%	435
2014 Q1	$2.63M	Buy	40,600 +700	+2%	+$43.7K	0.08%	390
2013 Q4	$2.56M	Buy	+39,900	New	+$2.42M	0.08%	369

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

Bridgeway Capital Management's UMBF Position: Q2 2026 in Review

Bridgeway Capital Management increased its UMB Financial (UMBF) stake by 91% in Q2 2026, buying an estimated $1.29M and bringing the position to 21,005 shares worth $3M. The position accounts for 0.05% of the portfolio, ranked #444.

Bridgeway Capital Management first reported a position in UMBF in Q4 2013 and has held it in 16 quarters since. The position peaked at $3.42M in Q4 2024. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Bridgeway Capital Management held 21,005 shares of UMB Financial worth $3M as of Q2 2026.
Bridgeway Capital Management bought 10,000 UMB Financial shares in Q2 2026, an estimated $1.29M.
UMB Financial made up 0.05% of Bridgeway Capital Management's portfolio in Q2 2026, its #444 holding.
Bridgeway Capital Management first reported a position in UMB Financial in Q4 2013 and has held it in 16 quarters since.
Bridgeway Capital Management's UMB Financial position peaked at $3.42M in Q4 2024.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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