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DRW Securities’s UMB Financial UMBF Stock Holding History

DRW Securities’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 		$655K Buy
4,591
+2,517
+121% +$324K 0.02% 361
2026
Q1 		$234K Sell
2,074
-5,494
-73% -$661K ﹤0.01% 1027
2025
Q4 		$871K Buy
+7,568
New +$857K 0.02% 333
2025
Q3 		– Sell
-3,861
Closed -$406K – 1636
2025
Q2 		$406K Buy
+3,861
New +$385K 0.01% 588

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 $3.38T AUM 44.17% 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

DRW Securities's UMBF Position: Q2 2026 in Review

DRW Securities increased its UMB Financial (UMBF) stake by 121% in Q2 2026, buying an estimated $324K and bringing the position to 4,591 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #361.

DRW Securities first reported a position in UMBF in Q2 2025 and has held it in 4 quarters since. The position peaked at $871K in Q4 2025. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • DRW Securities held 4,591 shares of UMB Financial worth $655K as of Q2 2026.
  • DRW Securities bought 2,517 UMB Financial shares in Q2 2026, an estimated $324K.
  • UMB Financial made up 0.02% of DRW Securities's portfolio in Q2 2026, its #361 holding.
  • DRW Securities first reported a position in UMB Financial in Q2 2025 and has held it in 4 quarters since.
  • DRW Securities's UMB Financial position peaked at $871K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on DRW Securities's 13F filing for Q2 2026, filed 14 Aug 2026.