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Ceredex Value Advisors’s UMB Financial UMBF Stock Holding History

Ceredex Value 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 		$14.1M Sell
98,850
-32,725
-25% -$4.21M 0.4% 94
2026
Q1 		$14.8M Sell
131,575
-30,600
-19% -$3.68M 0.47% 94
2025
Q4 		$18.7M Buy
162,175
+7,725
+5% +$875K 0.56% 80
2025
Q3 		$18.3M Buy
154,450
+2,450
+2% +$282K 0.42% 92
2025
Q2 		$16M Buy
152,000
+21,550
+17% +$2.15M 0.34% 103
2025
Q1 		$13.2M Buy
130,450
+1,700
+1% +$187K 0.29% 109
2024
Q4 		$14.5M Sell
128,750
-11,450
-8% -$1.32M 0.29% 109
2024
Q3 		$14.8M Sell
140,200
-700
-0.5% -$68.2K 0.29% 96
2024
Q2 		$11.8M Buy
140,900
+51,100
+57% +$4.19M 0.22% 118
2024
Q1 		$7.85M Buy
+89,800
New +$7.3M 0.14% 149

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

Ceredex Value Advisors's UMBF Position: Q2 2026 in Review

Ceredex Value Advisors reduced its UMB Financial (UMBF) stake by 25% in Q2 2026, selling an estimated $4.21M and leaving 98,850 shares worth $14.1M. The position accounts for 0.4% of the portfolio, ranked #94.

Ceredex Value Advisors first reported a position in UMBF in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.7M in Q4 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Ceredex Value Advisors held 98,850 shares of UMB Financial worth $14.1M as of Q2 2026.
  • Ceredex Value Advisors sold 32,725 UMB Financial shares in Q2 2026, an estimated $4.21M.
  • UMB Financial made up 0.4% of Ceredex Value Advisors's portfolio in Q2 2026, its #94 holding.
  • Ceredex Value Advisors first reported a position in UMB Financial in Q1 2024 and has held it in 10 quarters since.
  • Ceredex Value Advisors's UMB Financial position peaked at $18.7M in Q4 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Ceredex Value Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.