Federated Hermes’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.5M | Buy |
255,948
+85,274
| +50% | +$11M | 0.05% | 338 |
|
|
2026
Q1 | $19.3M | Buy |
170,674
+9,684
| +6% | +$1.17M | 0.03% | 478 |
|
|
2025
Q4 | $18.5M | Sell |
160,990
-92,718
| -37% | -$10.5M | 0.03% | 470 |
|
|
2025
Q3 | $30M | Buy |
253,708
+104,182
| +70% | +$12M | 0.05% | 357 |
|
|
2025
Q2 | $15.7M | Sell |
149,526
-2,674
| -2% | -$267K | 0.03% | 479 |
|
|
2025
Q1 | $15.4M | Buy |
152,200
+33,673
| +28% | +$3.71M | 0.03% | 460 |
|
|
2024
Q4 | $13.4M | Buy |
118,527
+61,468
| +108% | +$7.11M | 0.03% | 498 |
|
|
2024
Q3 | $6M | Buy |
57,059
+15,848
| +38% | +$1.55M | 0.01% | 682 |
|
|
2024
Q2 | $3.44M | Buy |
41,211
+34,560
| +520% | +$2.83M | 0.01% | 797 |
|
|
2024
Q1 | $579K | Sell |
6,651
-246
| -4% | -$20K | ﹤0.01% | 1295 |
|
|
2023
Q4 | $576K | Sell |
6,897
-1,287
| -16% | -$90.5K | ﹤0.01% | 1304 |
|
|
2023
Q3 | $508K | Buy |
8,184
+1,921
| +31% | +$125K | ﹤0.01% | 1326 |
|
|
2023
Q2 | $381K | Sell |
6,263
-2,929
| -32% | -$175K | ﹤0.01% | 1447 |
|
|
2023
Q1 | $531K | Buy |
9,192
+550
| +6% | +$44.7K | ﹤0.01% | 1381 |
|
|
2022
Q4 | $722K | Buy |
8,642
+1,637
| +23% | +$138K | ﹤0.01% | 1236 |
|
|
2022
Q3 | $590K | Sell |
7,005
-441
| -6% | -$39.9K | ﹤0.01% | 1291 |
|
|
2022
Q2 | $642K | Sell |
7,446
-57
| -0.8% | -$5.17K | ﹤0.01% | 1302 |
|
|
2022
Q1 | $729K | Buy |
7,503
+1,057
| +16% | +$108K | ﹤0.01% | 1348 |
|
|
2021
Q4 | $684K | Sell |
6,446
-868
| -12% | -$89.5K | ﹤0.01% | 1395 |
|
|
2021
Q3 | $707K | Sell |
7,314
-2,373
| -24% | -$216K | ﹤0.01% | 1401 |
|
|
2021
Q2 | $902K | Sell |
9,687
-6,339
| -40% | -$602K | ﹤0.01% | 1351 |
|
|
2021
Q1 | $1.48M | Sell |
16,026
-25,253
| -61% | -$2.09M | ﹤0.01% | 1224 |
|
|
2020
Q4 | $2.85M | Buy |
41,279
+3,788
| +10% | +$243K | 0.01% | 957 |
|
|
2020
Q3 | $1.84M | Sell |
37,491
-6,454
| -15% | -$326K | ﹤0.01% | 1027 |
|
|
2020
Q2 | $2.27M | Sell |
43,945
-77,760
| -64% | -$3.81M | 0.01% | 954 |
|
|
2020
Q1 | $5.64M | Buy |
121,705
+10,595
| +10% | +$645K | 0.02% | 600 |
|
|
2019
Q4 | $7.63M | Buy |
111,110
+19,264
| +21% | +$1.28M | 0.02% | 660 |
|
|
2019
Q3 | $5.93M | Buy |
91,846
+60,395
| +192% | +$3.9M | 0.01% | 726 |
|
|
2019
Q2 | $2.07M | Buy |
31,451
+11,355
| +57% | +$749K | 0.01% | 1043 |
|
|
2019
Q1 | $1.29M | Sell |
20,096
-112,097
| -85% | -$7.41M | ﹤0.01% | 1218 |
|
|
2018
Q4 | $8.06M | Sell |
132,193
-125,561
| -49% | -$8.14M | 0.02% | 573 |
|
|
2018
Q3 | $18.3M | Sell |
257,754
-14,087
| -5% | -$1.06M | 0.04% | 380 |
|
|
2018
Q2 | $20.7M | Buy |
271,841
+189,707
| +231% | +$14.6M | 0.06% | 247 |
|
|
2018
Q1 | $5.95M | Sell |
82,134
-4,614
| -5% | -$346K | 0.02% | 575 |
|
|
2017
Q4 | $6.24M | Buy |
86,748
+2,817
| +3% | +$207K | 0.02% | 547 |
|
|
2017
Q3 | $6.25M | Buy |
83,931
+30,494
| +57% | +$2.14M | 0.02% | 498 |
|
|
2017
Q2 | $4M | Buy |
53,437
+8,046
| +18% | +$589K | 0.01% | 652 |
|
|
2017
Q1 | $3.42M | Buy |
45,391
+13,842
| +44% | +$1.06M | 0.01% | 705 |
|
|
2016
Q4 | $2.43M | Buy |
31,549
+21,447
| +212% | +$1.49M | 0.01% | 796 |
|
|
2016
Q3 | $601K | Sell |
10,102
-152
| -1% | -$8.7K | ﹤0.01% | 1231 |
|
|
2016
Q2 | $546K | Buy |
+10,254
| New | +$557K | ﹤0.01% | 1255 |
|
Other funds holding UMBF
UB
Federated Hermes's UMBF Position: Q2 2026 in Review
Federated Hermes increased its UMB Financial (UMBF) stake by 50% in Q2 2026, buying an estimated $11M and bringing the position to 255,948 shares worth $36.5M. The position accounts for 0.05% of the portfolio, ranked #338.
Federated Hermes first reported a position in UMBF in Q2 2016 and has held it in 41 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- Federated Hermes held 255,948 shares of UMB Financial worth $36.5M as of Q2 2026.
- Federated Hermes bought 85,274 UMB Financial shares in Q2 2026, an estimated $11M.
- UMB Financial made up 0.05% of Federated Hermes's portfolio in Q2 2026, its #338 holding.
- Federated Hermes first reported a position in UMB Financial in Q2 2016 and has held it in 41 quarters since.
- 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.