Chicago Capital
UMBF icon

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
Q3 		$214K Hold
1,649
– – 0.01% 354
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

UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Chicago Capital's UMBF Position: Q3 2026 in Review

Chicago Capital held its UMB Financial (UMBF) position steady in Q3 2026 at 1,649 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #354.

Chicago Capital first reported a position in UMBF in Q1 2021 and has held it in 5 quarters since. The position peaked at $235K in Q2 2026. 389 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Chicago Capital held 1,649 shares of UMB Financial worth $214K as of Q3 2026.
  • Chicago Capital left its UMB Financial share count unchanged in Q3 2026.
  • UMB Financial made up 0.01% of Chicago Capital's portfolio in Q3 2026, its #354 holding.
  • Chicago Capital first reported a position in UMB Financial in Q1 2021 and has held it in 5 quarters since.
  • Chicago Capital's UMB Financial position peaked at $235K in Q2 2026.
  • 389 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.