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Brooklyn Investment Group’s UMB Financial UMBF Stock Holding History

Brooklyn Investment Group’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 		$750K Buy
+6,646
New +$800K 0.02% 724
2025
Q3 		– Sell
-158
Closed -$16.6K – 2569
2025
Q2 		$16.6K Sell
158
-89
-36% -$8.88K ﹤0.01% 1917
2025
Q1 		$25K Buy
247
+242
+4,840% +$26.7K 0.01% 1054
2024
Q4 		$565 Buy
+5
New +$578 ﹤0.01% 1692

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Brooklyn Investment Group's UMBF Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in UMB Financial (UMBF) in Q1 2026: 6,646 shares worth $750K. The stake represents 0.02% of the portfolio and ranks #724 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in UMBF as recently as Q2 2025.

Brooklyn Investment Group first reported a position in UMBF in Q4 2024 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Brooklyn Investment Group held 6,646 shares of UMB Financial worth $750K as of Q1 2026.
  • UMB Financial was a new Brooklyn Investment Group position in Q1 2026.
  • UMB Financial made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #724 holding.
  • Brooklyn Investment Group first reported a position in UMB Financial in Q4 2024 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.