CAM
UMBF icon

Clarity Asset Management’s UMB Financial UMBF Stock Holding History

Clarity Asset Management’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 		– Sell
-650
Closed -$73.4K – 258
2026
Q1 		$73.4K Buy
650
+2
+0.3% +$241 0.04% 114
2025
Q4 		$74.5K Buy
648
+2
+0.3% +$227 0.04% 74
2025
Q3 		$76.4K Buy
646
+3
+0.5% +$346 0.04% 75
2025
Q2 		$67.7K Hold
643
– – 0.04% 83
2025
Q1 		$65K Buy
+643
New +$70.9K 0.04% 73

Other funds holding UMBF

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Clarity Asset Management's UMBF Position: Q2 2026 in Review

Clarity Asset Management sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 650 shares — an estimated $73.4K sold.

Clarity Asset Management first reported a position in UMBF in Q1 2025 and held it in 5 quarters. The position peaked at $76.4K in Q3 2025. 100 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Clarity Asset Management reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 650 UMB Financial shares in Q2 2026, an estimated $73.4K.
  • Clarity Asset Management first reported a position in UMB Financial in Q1 2025 and held it in 5 quarters.
  • Clarity Asset Management's UMB Financial position peaked at $76.4K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.