Capstone Investment Advisors
UMBF icon

Capstone Investment Advisors’s UMB Financial UMBF Stock Holding History

Capstone Investment Advisors’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 		$415K Buy
+2,908
New +$374K ﹤0.01% 1317
2023
Q4 		– Sell
-5,934
Closed -$368K – 2422
2023
Q3 		$368K Buy
+5,934
New +$385K ﹤0.01% 1481
2017
Q1 		– Sell
-15,161
Closed -$1.17M – 1131
2016
Q4 		$1.17M Buy
+15,161
New +$1.05M 0.04% 378
2016
Q3 		– Sell
-10,300
Closed -$548K – 920
2016
Q2 		$548K Buy
10,300
+5,900
+134% +$321K 0.01% 463
2016
Q1 		$227K Buy
+4,400
New +$211K 0.01% 579

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's UMBF Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in UMB Financial (UMBF) in Q2 2026: 2,908 shares worth $415K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in UMBF as recently as Q3 2023.

Capstone Investment Advisors first reported a position in UMBF in Q1 2016 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2016. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Capstone Investment Advisors held 2,908 shares of UMB Financial worth $415K as of Q2 2026.
  • UMB Financial was a new Capstone Investment Advisors position in Q2 2026.
  • UMB Financial made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1317 holding.
  • Capstone Investment Advisors first reported a position in UMB Financial in Q1 2016 and has held it in 5 quarters since.
  • Capstone Investment Advisors's UMB Financial position peaked at $1.17M in Q4 2016.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.