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David Shaw’s UMB Financial UMBF Stock Holding History

David Shaw’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
-24,554
Closed -$2.77M – 5242
2026
Q1 		$2.77M Buy
+24,554
New +$2.96M ﹤0.01% 2667
2025
Q1 		– Sell
-4,555
Closed -$514K – 4773
2024
Q4 		$514K Sell
4,555
-60,253
-93% -$6.97M ﹤0.01% 3601
2024
Q3 		$6.81M Sell
64,808
-26,677
-29% -$2.6M 0.01% 1703
2024
Q2 		$7.63M Buy
91,485
+59,723
+188% +$4.9M 0.01% 1526
2024
Q1 		$2.76M Sell
31,762
-19,366
-38% -$1.57M ﹤0.01% 2374
2023
Q4 		$4.27M Sell
51,128
-56,446
-52% -$3.97M ﹤0.01% 2033
2023
Q3 		$6.67M Sell
107,574
-7,808
-7% -$507K 0.01% 1577
2023
Q2 		$7.03M Buy
115,382
+28,777
+33% +$1.72M 0.01% 1627
2023
Q1 		$5M Buy
86,605
+69,823
+416% +$5.67M 0.01% 1937
2022
Q4 		$1.4M Sell
16,782
-38,571
-70% -$3.24M ﹤0.01% 3211
2022
Q3 		$4.67M Sell
55,353
-9,223
-14% -$835K 0.01% 2173
2022
Q2 		$5.56M Buy
64,576
+13,752
+27% +$1.25M 0.01% 1996
2022
Q1 		$4.94M Buy
50,824
+44,849
+751% +$4.58M ﹤0.01% 2329
2021
Q4 		$634K Sell
5,975
-3,025
-34% -$312K ﹤0.01% 4264
2021
Q3 		$870K Buy
9,000
+3,879
+76% +$354K ﹤0.01% 3718
2021
Q2 		$477K Sell
5,121
-6,809
-57% -$647K ﹤0.01% 4061
2021
Q1 		$1.1M Sell
11,930
-13,655
-53% -$1.13M ﹤0.01% 3039
2020
Q4 		$1.76M Buy
25,585
+15,397
+151% +$987K ﹤0.01% 2636
2020
Q3 		$499K Buy
10,188
+6,208
+156% +$313K ﹤0.01% 3235
2020
Q2 		$205K Sell
3,980
-17,926
-82% -$879K ﹤0.01% 3769
2020
Q1 		$1.02M Sell
21,906
-39,800
-64% -$2.42M ﹤0.01% 2718
2019
Q4 		$4.24M Buy
61,706
+4,009
+7% +$266K ﹤0.01% 1856
2019
Q3 		$3.73M Sell
57,697
-24,962
-30% -$1.61M ﹤0.01% 1872
2019
Q2 		$5.44M Buy
82,659
+74,109
+867% +$4.89M 0.01% 1532
2019
Q1 		$548K Sell
8,550
-6,864
-45% -$454K ﹤0.01% 2951
2018
Q4 		$940K Buy
15,414
+8,850
+135% +$574K ﹤0.01% 2706
2018
Q3 		$465K Sell
6,564
-20,532
-76% -$1.54M ﹤0.01% 3155
2018
Q2 		$2.06M Buy
27,096
+5,474
+25% +$421K ﹤0.01% 2211
2018
Q1 		$1.56M Buy
21,622
+4,412
+26% +$331K ﹤0.01% 2211
2017
Q4 		$1.24M Buy
17,210
+2,440
+17% +$179K ﹤0.01% 2455
2017
Q3 		$1.1M Sell
14,770
-22,178
-60% -$1.55M ﹤0.01% 2433
2017
Q2 		$2.77M Sell
36,948
-28,660
-44% -$2.1M ﹤0.01% 1765
2017
Q1 		$4.94M Buy
65,608
+3,060
+5% +$234K 0.01% 1308
2016
Q4 		$4.82M Buy
62,548
+46,805
+297% +$3.25M 0.01% 1376
2016
Q3 		$936K Sell
15,743
-6,981
-31% -$400K ﹤0.01% 2419
2016
Q2 		$1.21M Sell
22,724
-12,229
-35% -$665K ﹤0.01% 2289
2016
Q1 		$1.8M Buy
34,953
+29,053
+492% +$1.4M ﹤0.01% 1946
2015
Q4 		$275K Sell
5,900
-3,637
-38% -$184K ﹤0.01% 3423
2015
Q3 		$485K Buy
9,537
+5,674
+147% +$299K ﹤0.01% 3076
2015
Q2 		$220K Buy
+3,863
New +$208K ﹤0.01% 3545
2013
Q4 		– Sell
-16,020
Closed -$973K – 4719
2013
Q3 		$871K Buy
+16,020
New +$934K ﹤0.01% 3166

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

David Shaw's UMBF Position: Q2 2026 in Review

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

David Shaw first reported a position in UMBF in Q3 2013 and held it in 41 quarters. The position peaked at $7.63M in Q2 2024. 479 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • David Shaw reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • David Shaw sold 24,554 UMB Financial shares in Q2 2026, an estimated $2.77M.
  • David Shaw first reported a position in UMB Financial in Q3 2013 and held it in 41 quarters.
  • David Shaw's UMB Financial position peaked at $7.63M in Q2 2024.
  • 479 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.