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 $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

D.E. Shaw & Co's UMBF Position: Q1 2026 in Review

D.E. Shaw & Co opened a new position in UMB Financial (UMBF) in Q1 2026: 24,554 shares worth $2.77M. The stake represents ﹤0.01% of the portfolio and ranks #2667 among its holdings. This is a return to the name: D.E. Shaw & Co previously reported a position in UMBF as recently as Q4 2024.

D.E. Shaw & Co first reported a position in UMBF in Q3 2013 and has held it in 41 quarters since. The position peaked at $7.63M in Q2 2024. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • D.E. Shaw & Co held 24,554 shares of UMB Financial worth $2.77M as of Q1 2026.
  • UMB Financial was a new D.E. Shaw & Co position in Q1 2026.
  • UMB Financial made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #2667 holding.
  • D.E. Shaw & Co first reported a position in UMB Financial in Q3 2013 and has held it in 41 quarters since.
  • D.E. Shaw & Co's UMB Financial position peaked at $7.63M in Q2 2024.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.