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Congress Asset Management’s UMB Financial UMBF Stock Holding History

Congress 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
Q3 		$47.5M Sell
365,186
-31,461
-8% -$4.49M 0.31% 96
2026
Q2 		$56.6M Buy
396,647
+245,296
+162% +$31.5M 0.35% 95
2026
Q1 		$17.1M Buy
151,351
+33,760
+29% +$4.06M 0.12% 163
2025
Q4 		$13.5M Sell
117,591
-234
-0.2% -$26.5K 0.1% 178
2025
Q3 		$13.9M Sell
117,825
-3,541
-3% -$408K 0.09% 170
2025
Q2 		$12.8M Sell
121,366
-2,748
-2% -$274K 0.09% 176
2025
Q1 		$12.5M Sell
124,114
-1,490
-1% -$164K 0.09% 174
2024
Q4 		$14.2M Buy
125,604
+9,349
+8% +$1.08M 0.1% 169
2024
Q3 		$12.2M Sell
116,255
-1,299
-1% -$127K 0.08% 178
2024
Q2 		$9.81M Buy
117,554
+14,789
+14% +$1.21M 0.07% 184
2024
Q1 		$8.94M Sell
102,765
-4,676
-4% -$380K 0.06% 189
2023
Q4 		$8.98M Sell
107,441
-1,835
-2% -$129K 0.07% 181
2023
Q3 		$6.78M Buy
109,276
+149
+0.1% +$9.68K 0.06% 190
2023
Q2 		$6.65M Buy
109,127
+25,612
+31% +$1.53M 0.06% 196
2023
Q1 		$4.82M Buy
83,515
+6,863
+9% +$558K 0.04% 218
2022
Q4 		$6.4M Sell
76,652
-626
-0.8% -$52.6K 0.06% 191
2022
Q3 		$6.51M Buy
77,278
+869
+1% +$78.6K 0.07% 184
2022
Q2 		$6.58M Sell
76,409
-120
-0.2% -$10.9K 0.06% 190
2022
Q1 		$7.44M Buy
76,529
+3,842
+5% +$392K 0.06% 193
2021
Q4 		$7.71M Buy
72,687
+23
+0% +$2.37K 0.06% 188
2021
Q3 		$7.03M Sell
72,664
-2,022
-3% -$184K 0.05% 197
2021
Q2 		$6.95M Buy
74,686
+11,428
+18% +$1.09M 0.06% 188
2021
Q1 		$5.84M Buy
63,258
+16,972
+37% +$1.4M 0.05% 201
2020
Q4 		$3.19M Buy
46,286
+840
+2% +$53.9K 0.03% 221
2020
Q3 		$2.23M Sell
45,446
-22,615
-33% -$1.14M 0.02% 224
2020
Q2 		$3.51M Buy
68,061
+44,665
+191% +$2.19M 0.04% 187
2020
Q1 		$1.08M Buy
23,396
+8,691
+59% +$529K 0.02% 247
2019
Q4 		$1.01M Sell
14,705
-3,425
-19% -$227K 0.01% 279
2019
Q3 		$1.17M Buy
+18,130
New +$1.17M 0.02% 278

Other funds holding UMBF

FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Congress Asset Management's UMBF Position: Q3 2026 in Review

Congress Asset Management reduced its UMB Financial (UMBF) stake by 7.9% in Q3 2026, selling an estimated $4.49M and leaving 365,186 shares worth $47.5M. The position accounts for 0.31% of the portfolio, ranked #96.

Congress Asset Management first reported a position in UMBF in Q3 2019 and has held it in 29 quarters since. The position peaked at $56.6M in Q2 2026. 16 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Congress Asset Management held 365,186 shares of UMB Financial worth $47.5M as of Q3 2026.
  • Congress Asset Management sold 31,461 UMB Financial shares in Q3 2026, an estimated $4.49M.
  • UMB Financial made up 0.31% of Congress Asset Management's portfolio in Q3 2026, its #96 holding.
  • Congress Asset Management first reported a position in UMB Financial in Q3 2019 and has held it in 29 quarters since.
  • Congress Asset Management's UMB Financial position peaked at $56.6M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.