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Chicago Capital’s UMB Financial UMBF Stock Holding History

Chicago Capital’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 		$235K Buy
+1,649
New +$212K 0.01% 341
2021
Q4 		– Sell
-2,353
Closed -$228K – 272
2021
Q3 		$228K Hold
2,353
– – 0.01% 229
2021
Q2 		$219K Hold
2,353
– – 0.01% 231
2021
Q1 		$217K Buy
+2,353
New +$194K 0.01% 230

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

Chicago Capital's UMBF Position: Q2 2026 in Review

Chicago Capital opened a new position in UMB Financial (UMBF) in Q2 2026: 1,649 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Chicago Capital previously reported a position in UMBF as recently as Q3 2021.

Chicago Capital first reported a position in UMBF in Q1 2021 and has held it in 4 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Chicago Capital held 1,649 shares of UMB Financial worth $235K as of Q2 2026.
  • UMB Financial was a new Chicago Capital position in Q2 2026.
  • UMB Financial made up 0.01% of Chicago Capital's portfolio in Q2 2026, its #341 holding.
  • Chicago Capital first reported a position in UMB Financial in Q1 2021 and has held it in 4 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.