Ethic Inc’s UMB Financial UMBF Stock Holding History

Ethic Inc’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	$394K	Sell	2,763 -88	-3%	-$11.3K	﹤0.01%	1032
2026 Q1	$322K	Sell	2,851 -104	-4%	-$12.5K	0.01%	1016
2025 Q4	$340K	Sell	2,955 -371	-11%	-$42K	0.01%	960
2025 Q3	$394K	Buy	3,326 +437	+15%	+$50.4K	0.01%	913
2025 Q2	$306K	Buy	2,889 +597	+26%	+$59.5K	0.01%	976
2025 Q1	$230K	Buy	+2,292	New	+$253K	﹤0.01%	1027
2023 Q3	–	Sell	-4,446	Closed	-$271K	–	1066
2023 Q2	$271K	Buy	+4,446	New	+$265K	0.01%	820
2023 Q1	–	Sell	-3,244	Closed	-$271K	–	1010
2022 Q4	$271K	Sell	3,244 -244	-7%	-$20.5K	0.01%	746
2022 Q3	$294K	Sell	3,488 -1,693	-33%	-$153K	0.02%	644
2022 Q2	$446K	Buy	+5,181	New	+$470K	0.03%	503

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

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Ethic Inc's UMBF Position: Q2 2026 in Review

Ethic Inc reduced its UMB Financial (UMBF) stake by 3.1% in Q2 2026, selling an estimated $11.3K and leaving 2,763 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Ethic Inc first reported a position in UMBF in Q2 2022 and has held it in 10 quarters since. The position peaked at $446K in Q2 2022. 142 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Ethic Inc held 2,763 shares of UMB Financial worth $394K as of Q2 2026.
Ethic Inc sold 88 UMB Financial shares in Q2 2026, an estimated $11.3K.
UMB Financial made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1032 holding.
Ethic Inc first reported a position in UMB Financial in Q2 2022 and has held it in 10 quarters since.
Ethic Inc's UMB Financial position peaked at $446K in Q2 2022.
142 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.