ETF Store’s UMB Financial UMBF Stock Holding History

ETF Store’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	$214K	Sell	1,499 -559	-27%	-$71.9K	0.18%	104
2026 Q1	$232K	Sell	2,058 -850	-29%	-$102K	0.23%	92
2025 Q4	$335K	Hold	2,908	–	–	0.34%	57
2025 Q3	$344K	Hold	2,908	–	–	0.37%	55
2025 Q2	$306K	Hold	2,908	–	–	0.35%	54
2025 Q1	$294K	Hold	2,908	–	–	0.36%	53
2024 Q4	$328K	Hold	2,908	–	–	0.41%	46
2024 Q3	$306K	Hold	2,908	–	–	0.31%	63
2024 Q2	$243K	Sell	2,908 -102	-3%	-$8.37K	0.25%	74
2024 Q1	$262K	Buy	3,010 +1	+0%	+$81	0.15%	98
2023 Q4	$251K	Buy	+3,009	New	+$212K	0.16%	87

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETF Store's UMBF Position: Q2 2026 in Review

ETF Store reduced its UMB Financial (UMBF) stake by 27% in Q2 2026, selling an estimated $71.9K and leaving 1,499 shares worth $214K. The position accounts for 0.18% of the portfolio, ranked #104.

ETF Store first reported a position in UMBF in Q4 2023 and has held it in 11 quarters since. The position peaked at $344K in Q3 2025. 155 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

ETF Store held 1,499 shares of UMB Financial worth $214K as of Q2 2026.
ETF Store sold 559 UMB Financial shares in Q2 2026, an estimated $71.9K.
UMB Financial made up 0.18% of ETF Store's portfolio in Q2 2026, its #104 holding.
ETF Store first reported a position in UMB Financial in Q4 2023 and has held it in 11 quarters since.
ETF Store's UMB Financial position peaked at $344K in Q3 2025.
155 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.