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Elizabeth Park Capital Advisors’s UMB Financial UMBF Stock Holding History

Elizabeth Park Capital 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
Q2 		$3.14M Hold
22,002
– – 2.17% 17
2026
Q1 		$2.48M Buy
22,002
+14,700
+201% +$1.77M 1.91% 26
2025
Q4 		$840K Sell
7,302
-23,200
-76% -$2.63M 0.69% 44
2025
Q3 		$3.61M Buy
30,502
+1,200
+4% +$138K 2.92% 6
2025
Q2 		$3.08M Sell
29,302
-1,155
-4% -$115K 2.76% 11
2025
Q1 		$3.08M Buy
+30,457
New +$3.36M 2.79% 14
2024
Q2 		– Sell
-34,148
Closed -$2.97M – 48
2024
Q1 		$2.97M Hold
34,148
– – 2.46% 12
2023
Q4 		$2.85M Hold
34,148
– – 1.98% 28
2023
Q3 		$2.12M Buy
34,148
+2,100
+7% +$136K 1.74% 35
2023
Q2 		$1.95M Buy
+32,048
New +$1.91M 1.42% 39

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

Elizabeth Park Capital Advisors's UMBF Position: Q2 2026 in Review

Elizabeth Park Capital Advisors held its UMB Financial (UMBF) position steady in Q2 2026 at 22,002 shares worth $3.14M. The position accounts for 2.17% of the portfolio, ranked #17.

Elizabeth Park Capital Advisors first reported a position in UMBF in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.61M in Q3 2025. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Elizabeth Park Capital Advisors held 22,002 shares of UMB Financial worth $3.14M as of Q2 2026.
  • Elizabeth Park Capital Advisors left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 2.17% of Elizabeth Park Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Elizabeth Park Capital Advisors first reported a position in UMB Financial in Q2 2023 and has held it in 10 quarters since.
  • Elizabeth Park Capital Advisors's UMB Financial position peaked at $3.61M in Q3 2025.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Elizabeth Park Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.