Evergreen Capital Management’s UMB Financial UMBF Stock Holding History

Evergreen Capital Management’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	$948K	Buy	6,623 +1,538	+30%	+$198K	0.02%	567
2026 Q1	$575K	Buy	5,085 +1,066	+27%	+$128K	0.01%	706
2025 Q4	$464K	Sell	4,019 -603	-13%	-$68.3K	0.01%	790
2025 Q3	$549K	Buy	4,622 +593	+15%	+$68.3K	0.01%	618
2025 Q2	$425K	Sell	4,029 -461	-10%	-$46K	0.01%	634
2025 Q1	$456K	Buy	+4,490	New	+$495K	0.02%	547
2018 Q4	–	Sell	-3,005	Closed	-$213K	–	412
2018 Q3	$213K	Hold	3,005	–	–	0.02%	350
2018 Q2	$229K	Hold	3,005	–	–	0.02%	318
2018 Q1	$218K	Buy	+3,005	New	+$225K	0.02%	326

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

Evergreen Capital Management's UMBF Position: Q2 2026 in Review

Evergreen Capital Management increased its UMB Financial (UMBF) stake by 30% in Q2 2026, buying an estimated $198K and bringing the position to 6,623 shares worth $948K. The position accounts for 0.02% of the portfolio, ranked #567.

Evergreen Capital Management first reported a position in UMBF in Q1 2018 and has held it in 9 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Evergreen Capital Management held 6,623 shares of UMB Financial worth $948K as of Q2 2026.
Evergreen Capital Management bought 1,538 UMB Financial shares in Q2 2026, an estimated $198K.
UMB Financial made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #567 holding.
Evergreen Capital Management first reported a position in UMB Financial in Q1 2018 and has held it in 9 quarters since.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.