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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
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

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.