D.E. Shaw & Co
UMBF icon

D.E. Shaw & Co’s UMB Financial UMBF Stock Holding History

D.E. Shaw & Co’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
2014
Q4 		– Sell
-5,000
Closed -$273K – 4267
2014
Q3 		$273K Hold
5,000
– – ﹤0.01% 3737
2014
Q2 		$317K Buy
+5,000
New +$298K ﹤0.01% 3807
2014
Q1 		– Sell
-6,200
Closed -$399K – 4639
2013
Q4 		$399K Hold
6,200
– – ﹤0.01% 3869
2013
Q3 		$337K Buy
+6,200
New +$362K ﹤0.01% 3836

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

D.E. Shaw & Co's UMBF Position: Q2 2026 in Review

D.E. Shaw & Co sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 24,554 shares — an estimated $2.77M sold.

D.E. Shaw & Co first reported a position in UMBF in Q3 2013 and held it in 41 quarters. The position peaked at $7.63M in Q2 2024. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • D.E. Shaw & Co reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • D.E. Shaw & Co sold 24,554 UMB Financial shares in Q2 2026, an estimated $2.77M.
  • D.E. Shaw & Co first reported a position in UMB Financial in Q3 2013 and held it in 41 quarters.
  • D.E. Shaw & Co's UMB Financial position peaked at $7.63M in Q2 2024.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.