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Exchange Traded Concepts’s UMB Financial UMBF Stock Holding History

Exchange Traded Concepts’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 		$348K Buy
2,437
+380
+18% +$48.8K ﹤0.01% 1198
2026
Q1 		$232K Buy
2,057
+718
+54% +$86.4K ﹤0.01% 1175
2025
Q4 		$154K Buy
+1,339
New +$152K ﹤0.01% 1289

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
Handelsbanken Fonder
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Exchange Traded Concepts's UMBF Position: Q2 2026 in Review

Exchange Traded Concepts increased its UMB Financial (UMBF) stake by 18% in Q2 2026, buying an estimated $48.8K and bringing the position to 2,437 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Exchange Traded Concepts first reported a position in UMBF in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Exchange Traded Concepts held 2,437 shares of UMB Financial worth $348K as of Q2 2026.
  • Exchange Traded Concepts bought 380 UMB Financial shares in Q2 2026, an estimated $48.8K.
  • UMB Financial made up ﹤0.01% of Exchange Traded Concepts's portfolio in Q2 2026, its #1198 holding.
  • Exchange Traded Concepts first reported a position in UMB Financial in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Exchange Traded Concepts's 13F filing for Q2 2026, filed 22 Jul 2026.