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Emerald Advisers’s UMB Financial UMBF Stock Holding History

Emerald Advisers’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 		$49.4M Buy
345,687
+78,249
+29% +$10.1M 1.16% 28
2026
Q1 		$30.2M Sell
267,438
-7,858
-3% -$946K 0.95% 40
2025
Q4 		$31.7M Buy
275,296
+65,733
+31% +$7.45M 0.98% 34
2025
Q3 		$24.8M Sell
209,563
-3,518
-2% -$405K 0.8% 49
2025
Q2 		$22.4M Buy
213,081
+87,613
+70% +$8.74M 0.82% 46
2025
Q1 		$12.7M Sell
125,468
-25,539
-17% -$2.82M 0.57% 73
2024
Q4 		$17M Buy
151,007
+28,592
+23% +$3.31M 0.66% 65
2024
Q3 		$12.9M Buy
+122,415
New +$11.9M 0.5% 78

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

Emerald Advisers's UMBF Position: Q2 2026 in Review

Emerald Advisers increased its UMB Financial (UMBF) stake by 29% in Q2 2026, buying an estimated $10.1M and bringing the position to 345,687 shares worth $49.4M. The position accounts for 1.16% of the portfolio, ranked #28.

Emerald Advisers first reported a position in UMBF in Q3 2024 and has held it in 8 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Emerald Advisers held 345,687 shares of UMB Financial worth $49.4M as of Q2 2026.
  • Emerald Advisers bought 78,249 UMB Financial shares in Q2 2026, an estimated $10.1M.
  • UMB Financial made up 1.16% of Emerald Advisers's portfolio in Q2 2026, its #28 holding.
  • Emerald Advisers first reported a position in UMB Financial in Q3 2024 and has held it in 8 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.