FG
UMBF icon

Fairman Group’s UMB Financial UMBF Stock Holding History

Fairman Group’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 		– Sell
-226
Closed -$25.6K – 341
2026
Q1 		$25.6K Hold
226
– – 0.02% 118
2025
Q4 		$26.1K Hold
226
– – 0.02% 118
2025
Q3 		$26.8K Hold
226
– – 0.02% 126
2025
Q2 		$23.9K Buy
+226
New +$22.5K 0.02% 129

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fairman Group's UMBF Position: Q2 2026 in Review

Fairman Group sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 226 shares — an estimated $25.6K sold.

Fairman Group first reported a position in UMBF in Q2 2025 and held it in 4 quarters. The position peaked at $26.8K in Q3 2025. 221 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Fairman Group reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Fairman Group sold 226 UMB Financial shares in Q2 2026, an estimated $25.6K.
  • Fairman Group first reported a position in UMB Financial in Q2 2025 and held it in 4 quarters.
  • Fairman Group's UMB Financial position peaked at $26.8K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.