Emerald Mutual Fund Advisers Trust’s UMB Financial UMBF Stock Holding History

Emerald Mutual Fund Advisers Trust’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	$33.6M	Buy	235,696 +77,079	+49%	+$9.91M	1.18%	27
2026 Q1	$17.9M	Hold	158,617	–	–	0.87%	44
2025 Q4	$18.2M	Buy	158,617 +45,301	+40%	+$5.13M	0.89%	42
2025 Q3	$13.4M	Sell	113,316 -8,356	-7%	-$963K	0.69%	58
2025 Q2	$12.8M	Buy	121,672 +36,460	+43%	+$3.64M	0.78%	46
2025 Q1	$8.61M	Sell	85,212 -15,651	-16%	-$1.73M	0.61%	62
2024 Q4	$11.4M	Buy	100,863 +7,869	+8%	+$910K	0.69%	56
2024 Q3	$9.77M	Buy	+92,994	New	+$9.07M	0.51%	74
2020 Q3	–	Sell	-6,930	Closed	-$357K	–	360
2020 Q2	$357K	Buy	+6,930	New	+$340K	0.02%	211

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's UMBF Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust increased its UMB Financial (UMBF) stake by 49% in Q2 2026, buying an estimated $9.91M and bringing the position to 235,696 shares worth $33.6M. The position accounts for 1.18% of the portfolio, ranked #27.

Emerald Mutual Fund Advisers Trust first reported a position in UMBF in Q2 2020 and has held it in 9 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Emerald Mutual Fund Advisers Trust held 235,696 shares of UMB Financial worth $33.6M as of Q2 2026.
Emerald Mutual Fund Advisers Trust bought 77,079 UMB Financial shares in Q2 2026, an estimated $9.91M.
UMB Financial made up 1.18% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #27 holding.
Emerald Mutual Fund Advisers Trust first reported a position in UMB Financial in Q2 2020 and has held it in 9 quarters since.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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