Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s UMB Financial UMBF Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
-2,695
Closed -$304K – 1799
2026
Q1 		$304K Buy
+2,695
New +$324K ﹤0.01% 1418
2023
Q4 		– Sell
-19,553
Closed -$1.21M – 1566
2023
Q3 		$1.21M Buy
+19,553
New +$1.27M 0.01% 765
2019
Q3 		– Sell
-5,200
Closed -$342K – 1092
2019
Q2 		$342K Buy
+5,200
New +$343K ﹤0.01% 799

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

Connor, Clark & Lunn Investment Management (CC&L)'s UMBF Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 2,695 shares — an estimated $304K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in UMBF in Q2 2019 and held it in 3 quarters. The position peaked at $1.21M in Q3 2023. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 2,695 UMB Financial shares in Q2 2026, an estimated $304K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in UMB Financial in Q2 2019 and held it in 3 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s UMB Financial position peaked at $1.21M in Q3 2023.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.