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CenterBook Partners’s UMB Financial UMBF Stock Holding History

CenterBook Partners’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 		$315K Sell
2,207
-3,008
-58% -$387K 0.02% 622
2026
Q1 		$588K Sell
5,215
-6,603
-56% -$795K 0.03% 454
2025
Q4 		$1.36M Buy
11,818
+2,939
+33% +$333K 0.07% 327
2025
Q3 		$1.05M Buy
8,879
+1,648
+23% +$190K 0.05% 373
2025
Q2 		$760K Buy
+7,231
New +$721K 0.04% 366

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

CenterBook Partners's UMBF Position: Q2 2026 in Review

CenterBook Partners reduced its UMB Financial (UMBF) stake by 58% in Q2 2026, selling an estimated $387K and leaving 2,207 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #622.

CenterBook Partners first reported a position in UMBF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q4 2025. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • CenterBook Partners held 2,207 shares of UMB Financial worth $315K as of Q2 2026.
  • CenterBook Partners sold 3,008 UMB Financial shares in Q2 2026, an estimated $387K.
  • UMB Financial made up 0.02% of CenterBook Partners's portfolio in Q2 2026, its #622 holding.
  • CenterBook Partners first reported a position in UMB Financial in Q2 2025 and has held it in 5 quarters since.
  • CenterBook Partners's UMB Financial position peaked at $1.36M in Q4 2025.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on CenterBook Partners's 13F filing for Q2 2026, filed 11 Aug 2026.