BCM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bridgeway Capital Management's UMBF Position: Q1 2026 in Review

Bridgeway Capital Management opened a new position in UMB Financial (UMBF) in Q1 2026: 11,005 shares worth $1.24M. The stake represents 0.03% of the portfolio and ranks #659 among its holdings. This is a return to the name: Bridgeway Capital Management previously reported a position in UMBF as recently as Q1 2025.

Bridgeway Capital Management first reported a position in UMBF in Q4 2013 and has held it in 15 quarters since. The position peaked at $3.42M in Q4 2024. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Bridgeway Capital Management held 11,005 shares of UMB Financial worth $1.24M as of Q1 2026.
  • UMB Financial was a new Bridgeway Capital Management position in Q1 2026.
  • UMB Financial made up 0.03% of Bridgeway Capital Management's portfolio in Q1 2026, its #659 holding.
  • Bridgeway Capital Management first reported a position in UMB Financial in Q4 2013 and has held it in 15 quarters since.
  • Bridgeway Capital Management's UMB Financial position peaked at $3.42M in Q4 2024.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.