Ensign Peak Advisors
UMBF icon

Ensign Peak Advisors’s UMB Financial UMBF Stock Holding History

Ensign Peak 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 		$1.42M Sell
9,969
-12,115
-55% -$1.56M ﹤0.01% 797
2026
Q1 		$2.49M Sell
22,084
-793
-3% -$95.4K ﹤0.01% 664
2025
Q4 		$2.63M Buy
22,877
+163
+0.7% +$18.5K ﹤0.01% 651
2025
Q3 		$2.69M Sell
22,714
-3,110
-12% -$358K ﹤0.01% 730
2025
Q2 		$2.72M Buy
25,824
+8,945
+53% +$892K ﹤0.01% 810
2025
Q1 		$1.71M Hold
16,879
– – ﹤0.01% 968
2024
Q4 		$1.9M Hold
16,879
– – ﹤0.01% 963
2024
Q3 		$1.77M Hold
16,879
– – ﹤0.01% 1000
2024
Q2 		$1.41M Hold
16,879
– – ﹤0.01% 1066
2024
Q1 		$1.47M Sell
16,879
-851
-5% -$69.2K ﹤0.01% 1077
2023
Q4 		$1.48M Buy
17,730
+2,750
+18% +$193K ﹤0.01% 1090
2023
Q3 		$930K Hold
14,980
– – ﹤0.01% 1253
2023
Q2 		$912K Hold
14,980
– – ﹤0.01% 1336
2023
Q1 		$865K Buy
14,980
+2,050
+16% +$167K ﹤0.01% 1356
2022
Q4 		$1.08M Sell
12,930
-5,000
-28% -$420K ﹤0.01% 1098
2022
Q3 		$1.51M Hold
17,930
– – ﹤0.01% 886
2022
Q2 		$1.54M Sell
17,930
-6,550
-27% -$594K ﹤0.01% 919
2022
Q1 		$2.38M Sell
24,480
-845
-3% -$86.2K ﹤0.01% 817
2021
Q4 		$2.69M Sell
25,325
-12,475
-33% -$1.29M 0.01% 860
2021
Q3 		$3.66M Hold
37,800
– – 0.01% 789
2021
Q2 		$3.52M Hold
37,800
– – 0.01% 804
2021
Q1 		$3.49M Hold
37,800
– – 0.01% 796
2020
Q4 		$2.61M Hold
37,800
– – 0.01% 911
2020
Q3 		$1.85M Hold
37,800
– – ﹤0.01% 1009
2020
Q2 		$1.95M Hold
37,800
– – 0.01% 981
2020
Q1 		$1.75M Hold
37,800
– – 0.01% 907
2019
Q4 		$2.6M Buy
+37,800
New +$2.51M 0.01% 938

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

Ensign Peak Advisors's UMBF Position: Q2 2026 in Review

Ensign Peak Advisors reduced its UMB Financial (UMBF) stake by 55% in Q2 2026, selling an estimated $1.56M and leaving 9,969 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Ensign Peak Advisors first reported a position in UMBF in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.66M in Q3 2021. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Ensign Peak Advisors held 9,969 shares of UMB Financial worth $1.42M as of Q2 2026.
  • Ensign Peak Advisors sold 12,115 UMB Financial shares in Q2 2026, an estimated $1.56M.
  • UMB Financial made up ﹤0.01% of Ensign Peak Advisors's portfolio in Q2 2026, its #797 holding.
  • Ensign Peak Advisors first reported a position in UMB Financial in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's UMB Financial position peaked at $3.66M in Q3 2021.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.