EARNEST Partners
UMBF icon

EARNEST Partners’s UMB Financial UMBF Stock Holding History

EARNEST Partners’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 		$177M Sell
1,242,430
-35,459
-3% -$4.56M 0.64% 55
2026
Q1 		$144M Sell
1,277,889
-28,753
-2% -$3.46M 0.59% 56
2025
Q4 		$150M Sell
1,306,642
-65,011
-5% -$7.36M 0.64% 54
2025
Q3 		$162M Sell
1,371,653
-57,103
-4% -$6.58M 0.7% 42
2025
Q2 		$150M Buy
1,428,756
+953
+0.1% +$95K 0.68% 47
2025
Q1 		$144M Buy
+1,427,803
New +$157M 0.69% 46

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

EARNEST Partners's UMBF Position: Q2 2026 in Review

EARNEST Partners reduced its UMB Financial (UMBF) stake by 2.8% in Q2 2026, selling an estimated $4.56M and leaving 1,242,430 shares worth $177M. The position accounts for 0.64% of the portfolio, ranked #55.

EARNEST Partners first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • EARNEST Partners held 1,242,430 shares of UMB Financial worth $177M as of Q2 2026.
  • EARNEST Partners sold 35,459 UMB Financial shares in Q2 2026, an estimated $4.56M.
  • UMB Financial made up 0.64% of EARNEST Partners's portfolio in Q2 2026, its #55 holding.
  • EARNEST Partners first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on EARNEST Partners's 13F filing for Q2 2026, filed 13 Aug 2026.