Dimensional Fund Advisors
UMBF icon

Dimensional Fund Advisors’s UMB Financial UMBF Stock Holding History

Dimensional Fund Advisors’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
Q1 		$328M Buy
2,909,932
+55,005
+2% +$6.62M 0.07% 316
2025
Q4 		$328M Buy
2,854,927
+22,100
+0.8% +$2.5M 0.07% 297
2025
Q3 		$335M Buy
2,832,827
+94,451
+3% +$10.9M 0.07% 280
2025
Q2 		$288M Buy
2,738,376
+37,698
+1% +$3.76M 0.07% 319
2025
Q1 		$273M Buy
2,700,678
+1,185,671
+78% +$131M 0.07% 308
2024
Q4 		$171M Sell
1,515,007
-79,416
-5% -$9.18M 0.04% 586
2024
Q3 		$168M Sell
1,594,423
-95,472
-6% -$9.31M 0.04% 611
2024
Q2 		$141M Buy
1,689,895
+100,000
+6% +$8.2M 0.04% 673
2024
Q1 		$138M Buy
1,589,895
+45,887
+3% +$3.73M 0.04% 695
2023
Q4 		$129M Buy
1,544,008
+161,558
+12% +$11.4M 0.04% 691
2023
Q3 		$85.8M Buy
1,382,450
+150,540
+12% +$9.78M 0.03% 939
2023
Q2 		$75M Buy
1,231,910
+97,521
+9% +$5.82M 0.02% 1046
2023
Q1 		$65.5M Buy
1,134,389
+25,714
+2% +$2.09M 0.02% 1121
2022
Q4 		$92.6K Buy
1,108,675
+24,018
+2% +$2.02M 0.03% 830
2022
Q3 		$91.4M Buy
1,084,657
+10,651
+1% +$964K 0.04% 764
2022
Q2 		$92.5M Buy
1,074,006
+11,687
+1% +$1.06M 0.03% 792
2022
Q1 		$103M Buy
1,062,319
+11,391
+1% +$1.16M 0.03% 831
2021
Q4 		$112M Sell
1,050,928
-54,186
-5% -$5.59M 0.03% 791
2021
Q3 		$107M Sell
1,105,114
-816
-0.1% -$74.4K 0.03% 773
2021
Q2 		$103M Sell
1,105,930
-25,711
-2% -$2.44M 0.03% 829
2021
Q1 		$104M Sell
1,131,641
-91,293
-7% -$7.54M 0.03% 799
2020
Q4 		$84.4M Sell
1,222,934
-23,880
-2% -$1.53M 0.03% 914
2020
Q3 		$61.1M Buy
1,246,814
+7,958
+0.6% +$402K 0.03% 1012
2020
Q2 		$63.9M Buy
1,238,856
+12,928
+1% +$634K 0.03% 963
2020
Q1 		$56.9M Buy
1,225,928
+971
+0.1% +$59.1K 0.03% 905
2019
Q4 		$84.1M Sell
1,224,957
-27,620
-2% -$1.83M 0.03% 879
2019
Q3 		$80.9M Sell
1,252,577
-5,131
-0.4% -$332K 0.03% 881
2019
Q2 		$82.8M Buy
1,257,708
+1,798
+0.1% +$119K 0.03% 882
2019
Q1 		$80.4M Buy
1,255,910
+347
+0% +$22.9K 0.03% 875
2018
Q4 		$76.6M Buy
1,255,563
+48,221
+4% +$3.13M 0.03% 796
2018
Q3 		$85.6M Buy
1,207,342
+16,029
+1% +$1.2M 0.03% 851
2018
Q2 		$90.8M Buy
1,191,313
+5,512
+0.5% +$424K 0.04% 734
2018
Q1 		$85.8M Buy
1,185,801
+32,859
+3% +$2.46M 0.04% 741
2017
Q4 		$82.9M Buy
1,152,942
+51,879
+5% +$3.81M 0.03% 763
2017
Q3 		$82M Sell
1,101,063
-23,885
-2% -$1.67M 0.04% 743
2017
Q2 		$84.2M Sell
1,124,948
-159,721
-12% -$11.7M 0.04% 667
2017
Q1 		$96.7M Sell
1,284,669
-130,014
-9% -$9.95M 0.05% 546
2016
Q4 		$109M Sell
1,414,683
-9,550
-0.7% -$664K 0.05% 450
2016
Q3 		$84.7M Buy
1,424,233
+19,316
+1% +$1.11M 0.05% 546
2016
Q2 		$74.8M Sell
1,404,917
-30,149
-2% -$1.64M 0.04% 581
2016
Q1 		$74.1M Buy
1,435,066
+70,824
+5% +$3.4M 0.04% 566
2015
Q4 		$63.5M Buy
1,364,242
+64,130
+5% +$3.24M 0.04% 644
2015
Q3 		$66.1M Buy
1,300,112
+163,532
+14% +$8.63M 0.04% 567
2015
Q2 		$64.8M Buy
1,136,580
+42,960
+4% +$2.31M 0.04% 638
2015
Q1 		$57.8M Buy
1,093,620
+132,373
+14% +$6.87M 0.04% 699
2014
Q4 		$54.7M Buy
961,247
+118,197
+14% +$6.66M 0.04% 688
2014
Q3 		$46M Buy
843,050
+82,719
+11% +$4.77M 0.03% 755
2014
Q2 		$48.2M Buy
760,331
+73,783
+11% +$4.4M 0.03% 741
2014
Q1 		$44.4M Buy
686,548
+21,587
+3% +$1.35M 0.03% 741
2013
Q4 		$42.7M Buy
664,961
+26,006
+4% +$1.58M 0.03% 737
2013
Q3 		$34.7M Buy
638,955
+24,436
+4% +$1.43M 0.03% 813
2013
Q2 		$34.2M Buy
+614,519
New +$31.3M 0.03% 744

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors's UMBF Position: Q1 2026 in Review

Dimensional Fund Advisors increased its UMB Financial (UMBF) stake by 1.9% in Q1 2026, buying an estimated $6.62M and bringing the position to 2,909,932 shares worth $328M. The position accounts for 0.07% of the portfolio, ranked #316.

Dimensional Fund Advisors first reported a position in UMBF in Q2 2013 and has held it in 52 quarters since. The position peaked at $335M in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Dimensional Fund Advisors held 2,909,932 shares of UMB Financial worth $328M as of Q1 2026.
  • Dimensional Fund Advisors bought 55,005 UMB Financial shares in Q1 2026, an estimated $6.62M.
  • UMB Financial made up 0.07% of Dimensional Fund Advisors's portfolio in Q1 2026, its #316 holding.
  • Dimensional Fund Advisors first reported a position in UMB Financial in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's UMB Financial position peaked at $335M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.