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Edgestream Partners’s UMB Financial UMBF Stock Holding History

Edgestream 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 		– Sell
-65,640
Closed -$7.4M – 1146
2026
Q1 		$7.4M Buy
+65,640
New +$7.9M 0.24% 108
2025
Q3 		– Sell
-35,296
Closed -$3.71M – 1068
2025
Q2 		$3.71M Sell
35,296
-61,222
-63% -$6.1M 0.1% 374
2025
Q1 		$9.76M Buy
96,518
+77,422
+405% +$8.54M 0.33% 41
2024
Q4 		$2.16M Buy
+19,096
New +$2.21M 0.09% 385
2024
Q3 		– Sell
-8,310
Closed -$693K – 1092
2024
Q2 		$693K Buy
+8,310
New +$681K 0.03% 611
2023
Q4 		– Sell
-3,739
Closed -$232K – 1075
2023
Q3 		$232K Sell
3,739
-5,206
-58% -$338K 0.02% 764
2023
Q2 		$545K Buy
+8,945
New +$534K 0.05% 509

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

Edgestream Partners's UMBF Position: Q2 2026 in Review

Edgestream Partners sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 65,640 shares — an estimated $7.4M sold.

Edgestream Partners first reported a position in UMBF in Q2 2023 and held it in 7 quarters. The position peaked at $9.76M in Q1 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Edgestream Partners reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 65,640 UMB Financial shares in Q2 2026, an estimated $7.4M.
  • Edgestream Partners first reported a position in UMB Financial in Q2 2023 and held it in 7 quarters.
  • Edgestream Partners's UMB Financial position peaked at $9.76M in Q1 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.