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Campbell & Co Investment Adviser’s UMB Financial UMBF Stock Holding History

Campbell & Co Investment Adviser’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 		– Sell
-60,770
Closed -$6.85M – 1371
2026
Q1 		$6.85M Buy
+60,770
New +$7.31M 0.39% 37
2025
Q3 		– Sell
-21,315
Closed -$2.24M – 1392
2025
Q2 		$2.24M Buy
21,315
+11,996
+129% +$1.2M 0.14% 218
2025
Q1 		$942K Buy
9,319
+6,271
+206% +$691K 0.07% 451
2024
Q4 		$344K Buy
+3,048
New +$352K 0.03% 802
2024
Q3 		– Sell
-2,465
Closed -$206K – 1349
2024
Q2 		$206K Sell
2,465
-1,908
-44% -$156K 0.02% 958
2024
Q1 		$380K Sell
4,373
-1,407
-24% -$114K 0.03% 823
2023
Q4 		$483K Sell
5,780
-13,763
-70% -$968K 0.04% 733
2023
Q3 		$1.21M Buy
+19,543
New +$1.27M 0.15% 208
2022
Q4 		– Sell
-7,032
Closed -$593K – 1006
2022
Q3 		$593K Buy
+7,032
New +$636K 0.13% 265
2021
Q1 		– Sell
-5,886
Closed -$406K – 614
2020
Q4 		$406K Buy
+5,886
New +$377K 0.25% 142
2020
Q1 		– Sell
-4,765
Closed -$327K – 502
2019
Q4 		$327K Buy
+4,765
New +$316K 0.1% 384

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Campbell & Co Investment Adviser's UMBF Position: Q2 2026 in Review

Campbell & Co Investment Adviser sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 60,770 shares — an estimated $6.85M sold.

Campbell & Co Investment Adviser first reported a position in UMBF in Q4 2019 and held it in 11 quarters. The position peaked at $6.85M in Q1 2026. 229 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Campbell & Co Investment Adviser reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 60,770 UMB Financial shares in Q2 2026, an estimated $6.85M.
  • Campbell & Co Investment Adviser first reported a position in UMB Financial in Q4 2019 and held it in 11 quarters.
  • Campbell & Co Investment Adviser's UMB Financial position peaked at $6.85M in Q1 2026.
  • 229 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.