BCI
UMBF icon

Brinker Capital Investments’s UMB Financial UMBF Stock Holding History

Brinker Capital Investments’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 		$1.9M Buy
13,307
+619
+5% +$79.6K 0.01% 826
2026
Q1 		$1.43M Sell
12,688
-427
-3% -$51.4K 0.01% 922
2025
Q4 		$1.51M Sell
13,115
-868
-6% -$98.3K 0.01% 1000
2025
Q3 		$1.65M Buy
13,983
+3,260
+30% +$376K 0.01% 947
2025
Q2 		$1.13M Buy
10,723
+433
+4% +$43.2K 0.01% 1129
2025
Q1 		$1.04M Buy
10,290
+257
+3% +$28.3K 0.01% 1063
2024
Q4 		$1.13M Sell
10,033
-623
-6% -$72K 0.01% 978
2024
Q3 		$1.12M Buy
+10,656
New +$1.04M 0.01% 999

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

Brinker Capital Investments's UMBF Position: Q2 2026 in Review

Brinker Capital Investments increased its UMB Financial (UMBF) stake by 4.9% in Q2 2026, buying an estimated $79.6K and bringing the position to 13,307 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #826.

Brinker Capital Investments first reported a position in UMBF in Q3 2024 and has held it in 8 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Brinker Capital Investments held 13,307 shares of UMB Financial worth $1.9M as of Q2 2026.
  • Brinker Capital Investments bought 619 UMB Financial shares in Q2 2026, an estimated $79.6K.
  • UMB Financial made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #826 holding.
  • Brinker Capital Investments first reported a position in UMB Financial in Q3 2024 and has held it in 8 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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