Fidelity Investments’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 | $381M | Buy |
2,671,666
+249,231
| +10% | +$32M | 0.02% | 654 |
|
|
2026
Q1 | $273M | Sell |
2,422,435
-213,068
| -8% | -$25.6M | 0.01% | 725 |
|
|
2025
Q4 | $303M | Buy |
2,635,503
+387,925
| +17% | +$43.9M | 0.02% | 691 |
|
|
2025
Q3 | $266M | Buy |
2,247,578
+27,685
| +1% | +$3.19M | 0.01% | 734 |
|
|
2025
Q2 | $233M | Buy |
2,219,893
+1,139,034
| +105% | +$114M | 0.01% | 762 |
|
|
2025
Q1 | $109M | Buy |
1,080,859
+290,333
| +37% | +$32M | 0.01% | 1058 |
|
|
2024
Q4 | $89.2M | Sell |
790,526
-159,161
| -17% | -$18.4M | 0.01% | 1166 |
|
|
2024
Q3 | $99.8M | Buy |
949,687
+24,799
| +3% | +$2.42M | 0.01% | 1104 |
|
|
2024
Q2 | $77.2M | Buy |
924,888
+612,452
| +196% | +$50.2M | ﹤0.01% | 1148 |
|
|
2024
Q1 | $27.2M | Buy |
312,436
+44,884
| +17% | +$3.65M | ﹤0.01% | 1551 |
|
|
2023
Q4 | $22.4M | Buy |
267,552
+17,527
| +7% | +$1.23M | ﹤0.01% | 1584 |
|
|
2023
Q3 | $15.5M | Sell |
250,025
-22,478
| -8% | -$1.46M | ﹤0.01% | 1680 |
|
|
2023
Q2 | $16.6M | Sell |
272,503
-12,766
| -4% | -$762K | ﹤0.01% | 1713 |
|
|
2023
Q1 | $16.5M | Sell |
285,269
-435,589
| -60% | -$35.4M | ﹤0.01% | 1694 |
|
|
2022
Q4 | $60.2M | Buy |
720,858
+19,213
| +3% | +$1.61M | 0.01% | 1177 |
|
|
2022
Q3 | $59.1M | Sell |
701,645
-36,589
| -5% | -$3.31M | 0.01% | 1175 |
|
|
2022
Q2 | $63.6M | Sell |
738,234
-40,959
| -5% | -$3.71M | 0.01% | 1158 |
|
|
2022
Q1 | $75.7M | Buy |
779,193
+81,064
| +12% | +$8.27M | 0.01% | 1199 |
|
|
2021
Q4 | $74.1M | Buy |
698,129
+2,200
| +0.3% | +$227K | 0.01% | 1251 |
|
|
2021
Q3 | $67.3M | Sell |
695,929
-34,890
| -5% | -$3.18M | 0.01% | 1292 |
|
|
2021
Q2 | $68M | Sell |
730,819
-10,701
| -1% | -$1.02M | 0.01% | 1298 |
|
|
2021
Q1 | $68.5M | Buy |
741,520
+1,312
| +0.2% | +$108K | 0.01% | 1245 |
|
|
2020
Q4 | $51.1M | Sell |
740,208
-12,402
| -2% | -$795K | ﹤0.01% | 1312 |
|
|
2020
Q3 | $36.9M | Sell |
752,610
-237,522
| -24% | -$12M | ﹤0.01% | 1312 |
|
|
2020
Q2 | $51M | Sell |
990,132
-38,225
| -4% | -$1.87M | 0.01% | 1153 |
|
|
2020
Q1 | $47.7M | Sell |
1,028,357
-23,418
| -2% | -$1.42M | 0.01% | 1052 |
|
|
2019
Q4 | $72.2M | Sell |
1,051,775
-143,382
| -12% | -$9.51M | 0.01% | 1043 |
|
|
2019
Q3 | $77.2M | Sell |
1,195,157
-9,182
| -0.8% | -$593K | 0.01% | 994 |
|
|
2019
Q2 | $79.3M | Sell |
1,204,339
-20,447
| -2% | -$1.35M | 0.01% | 1015 |
|
|
2019
Q1 | $78.4M | Sell |
1,224,786
-54,141
| -4% | -$3.58M | 0.01% | 1006 |
|
|
2018
Q4 | $78M | Sell |
1,278,927
-646,438
| -34% | -$41.9M | 0.01% | 956 |
|
|
2018
Q3 | $137M | Sell |
1,925,365
-616,437
| -24% | -$46.3M | 0.02% | 811 |
|
|
2018
Q2 | $194M | Sell |
2,541,802
-467,115
| -16% | -$35.9M | 0.02% | 679 |
|
|
2018
Q1 | $218M | Sell |
3,008,917
-455,729
| -13% | -$34.1M | 0.03% | 647 |
|
|
2017
Q4 | $249M | Buy |
3,464,646
+6,407
| +0.2% | +$471K | 0.03% | 605 |
|
|
2017
Q3 | $258M | Sell |
3,458,239
-63,004
| -2% | -$4.41M | 0.03% | 584 |
|
|
2017
Q2 | $264M | Sell |
3,521,243
-60,966
| -2% | -$4.46M | 0.03% | 568 |
|
|
2017
Q1 | $270M | Sell |
3,582,209
-85,900
| -2% | -$6.57M | 0.03% | 565 |
|
|
2016
Q4 | $283M | Sell |
3,668,109
-260,203
| -7% | -$18.1M | 0.04% | 518 |
|
|
2016
Q3 | $234M | Sell |
3,928,312
-155,571
| -4% | -$8.91M | 0.03% | 597 |
|
|
2016
Q2 | $217M | Buy |
4,083,883
+133,795
| +3% | +$7.27M | 0.03% | 629 |
|
|
2016
Q1 | $204M | Buy |
3,950,088
+939,510
| +31% | +$45.1M | 0.03% | 642 |
|
|
2015
Q4 | $140M | Sell |
3,010,578
-335,801
| -10% | -$17M | 0.02% | 818 |
|
|
2015
Q3 | $170M | Buy |
3,346,379
+98,087
| +3% | +$5.17M | 0.02% | 711 |
|
|
2015
Q2 | $185M | Buy |
3,248,292
+301,500
| +10% | +$16.2M | 0.02% | 738 |
|
|
2015
Q1 | $156M | Buy |
2,946,792
+963,600
| +49% | +$50M | 0.02% | 816 |
|
|
2014
Q4 | $113M | Buy |
1,983,192
+607,800
| +44% | +$34.2M | 0.01% | 953 |
|
|
2014
Q3 | $75M | Buy |
1,375,392
+288,937
| +27% | +$16.7M | 0.01% | 1107 |
|
|
2014
Q2 | $68.9M | Buy |
1,086,455
+95,663
| +10% | +$5.7M | 0.01% | 1202 |
|
|
2014
Q1 | $64.1M | Buy |
990,792
+17,600
| +2% | +$1.1M | 0.01% | 1202 |
|
|
2013
Q4 | $62.6M | Buy |
973,192
+74,200
| +8% | +$4.51M | 0.01% | 1198 |
|
|
2013
Q3 | $48.9M | Sell |
898,992
-111,878
| -11% | -$6.53M | 0.01% | 1294 |
|
|
2013
Q2 | $56.3M | Buy |
+1,010,870
| New | +$51.5M | 0.01% | 1194 |
|
Other funds holding UMBF
UB
Fidelity Investments's UMBF Position: Q2 2026 in Review
Fidelity Investments increased its UMB Financial (UMBF) stake by 10% in Q2 2026, buying an estimated $32M and bringing the position to 2,671,666 shares worth $381M. The position accounts for 0.02% of the portfolio, ranked #654.
Fidelity Investments first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- Fidelity Investments held 2,671,666 shares of UMB Financial worth $381M as of Q2 2026.
- Fidelity Investments bought 249,231 UMB Financial shares in Q2 2026, an estimated $32M.
- UMB Financial made up 0.02% of Fidelity Investments's portfolio in Q2 2026, its #654 holding.
- Fidelity Investments first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
- 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.