EH
UMBF icon

Equitable Holdings’s UMB Financial UMBF Stock Holding History

Equitable Holdings’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 		$234K Sell
1,636
-498
-23% -$64K ﹤0.01% 1645
2026
Q1 		$245K Hold
2,134
– – ﹤0.01% 1538
2025
Q4 		$245K Hold
2,134
– – ﹤0.01% 1417
2025
Q3 		$253K Hold
2,134
– – ﹤0.01% 1350
2025
Q2 		$224K Sell
2,134
-1,155
-35% -$115K ﹤0.01% 1326
2025
Q1 		$333K Buy
+3,289
New +$363K ﹤0.01% 1056

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

Equitable Holdings's UMBF Position: Q2 2026 in Review

Equitable Holdings reduced its UMB Financial (UMBF) stake by 23% in Q2 2026, selling an estimated $64K and leaving 1,636 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Equitable Holdings first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. The position peaked at $333K in Q1 2025. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Equitable Holdings held 1,636 shares of UMB Financial worth $234K as of Q2 2026.
  • Equitable Holdings sold 498 UMB Financial shares in Q2 2026, an estimated $64K.
  • UMB Financial made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1645 holding.
  • Equitable Holdings first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • Equitable Holdings's UMB Financial position peaked at $333K in Q1 2025.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.