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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Elizabeth Park Capital Advisors's UMBF Position: Q1 2026 in Review

Elizabeth Park Capital Advisors increased its UMB Financial (UMBF) stake by 201% in Q1 2026, buying an estimated $1.77M and bringing the position to 22,002 shares worth $2.48M. The position accounts for 1.91% of the portfolio, ranked #26.

Elizabeth Park Capital Advisors first reported a position in UMBF in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.61M in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Elizabeth Park Capital Advisors held 22,002 shares of UMB Financial worth $2.48M as of Q1 2026.
Elizabeth Park Capital Advisors bought 14,700 UMB Financial shares in Q1 2026, an estimated $1.77M.
UMB Financial made up 1.91% of Elizabeth Park Capital Advisors's portfolio in Q1 2026, its #26 holding.
Elizabeth Park Capital Advisors first reported a position in UMB Financial in Q2 2023 and has held it in 9 quarters since.
Elizabeth Park Capital Advisors's UMB Financial position peaked at $3.61M in Q3 2025.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Elizabeth Park Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.