ClearBridge Investments
UMBF icon

ClearBridge Investments’s UMB Financial UMBF Stock Holding History

ClearBridge Investments’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 		$99.9M Buy
699,624
+50,053
+8% +$6.43M 0.08% 223
2026
Q1 		$73.3M Buy
649,571
+35,534
+6% +$4.28M 0.06% 250
2025
Q4 		$70.6M Buy
614,037
+9,147
+2% +$1.04M 0.06% 280
2025
Q3 		$71.6M Buy
604,890
+233,954
+63% +$27M 0.05% 285
2025
Q2 		$39M Buy
+370,936
New +$37M 0.03% 345

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

ClearBridge Investments's UMBF Position: Q2 2026 in Review

ClearBridge Investments increased its UMB Financial (UMBF) stake by 7.7% in Q2 2026, buying an estimated $6.43M and bringing the position to 699,624 shares worth $99.9M. The position accounts for 0.08% of the portfolio, ranked #223.

ClearBridge Investments first reported a position in UMBF in Q2 2025 and has held it in 5 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • ClearBridge Investments held 699,624 shares of UMB Financial worth $99.9M as of Q2 2026.
  • ClearBridge Investments bought 50,053 UMB Financial shares in Q2 2026, an estimated $6.43M.
  • UMB Financial made up 0.08% of ClearBridge Investments's portfolio in Q2 2026, its #223 holding.
  • ClearBridge Investments first reported a position in UMB Financial in Q2 2025 and has held it in 5 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.