First National Bank of Omaha’s UMB Financial UMBF Stock Holding History

First National Bank of Omaha’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	$1.05M	Sell	7,414 -12,287	-62%	-$1.58M	0.03%	355
2026 Q1	$2.2M	Sell	19,701 -9,181	-32%	-$1.11M	0.07%	260
2025 Q4	$3.34M	Buy	28,882 +10,650	+58%	+$1.21M	0.1%	205
2025 Q3	$2.16M	Sell	18,232 -1,386	-7%	-$160K	0.14%	180
2025 Q2	$2.06M	Sell	19,618 -1,013	-5%	-$101K	0.13%	190
2025 Q1	$2.09M	Buy	20,631 +397	+2%	+$43.8K	0.14%	177
2024 Q4	$2.28M	Sell	20,234 -416	-2%	-$48.1K	0.15%	174
2024 Q3	$2.17M	Sell	20,650 -298	-1%	-$29.1K	0.14%	185
2024 Q2	$1.75M	Buy	20,948 +317	+2%	+$26K	0.11%	192
2024 Q1	$2.09M	Sell	20,631 -304	-1%	-$24.7K	0.14%	177
2023 Q4	$1.75M	Sell	20,935 -536	-2%	-$37.7K	0.11%	194
2023 Q3	$1.33M	Sell	21,471 -35	-0.2%	-$2.27K	0.09%	206
2023 Q2	$1.31M	Buy	21,506 +146	+0.7%	+$8.71K	0.08%	209
2023 Q1	$1.23M	Buy	21,360 +782	+4%	+$63.6K	0.07%	209
2022 Q4	$1.72M	Sell	20,578 -99	-0.5%	-$8.32K	0.11%	192
2022 Q3	$1.74M	Buy	20,677 +280	+1%	+$25.3K	0.11%	182
2022 Q2	$1.76M	Buy	20,397 +10	+0%	+$907	0.11%	184
2022 Q1	$1.98M	Buy	20,387 +2,531	+14%	+$258K	0.1%	184
2021 Q4	$1.89M	Buy	17,856 +887	+5%	+$91.5K	0.09%	185
2021 Q3	$1.64M	Sell	16,969 -1,117	-6%	-$102K	0.08%	192
2021 Q2	$1.67M	Hold	18,086	–	–	0.09%	191
2021 Q1	$1.67M	Sell	18,086 -6,120	-25%	-$506K	0.09%	191
2020 Q4	$1.67M	Sell	24,206 -799	-3%	-$51.2K	0.09%	182
2020 Q3	$1.23M	Buy	25,005 +6,333	+34%	+$320K	0.08%	186
2020 Q2	$963K	Sell	18,672 -2,137	-10%	-$105K	0.06%	208
2020 Q1	$965K	Sell	20,809 -1,570	-7%	-$95.5K	0.08%	199
2019 Q4	$1.54M	Buy	22,379 +1,629	+8%	+$108K	0.09%	186
2019 Q3	$1.34M	Buy	20,750 +591	+3%	+$38.2K	0.09%	183
2019 Q2	$1.33M	Sell	20,159 -5,560	-22%	-$367K	0.09%	188
2019 Q1	$1.65M	Sell	25,719 -8,653	-25%	-$572K	0.11%	172
2018 Q4	$2.1M	Sell	34,372 -6,873	-17%	-$446K	0.16%	156
2018 Q3	$2.92M	Buy	41,245 +530	+1%	+$39.8K	0.16%	172
2018 Q2	$3.1M	Sell	40,715 -85	-0.2%	-$6.53K	0.18%	165
2018 Q1	$2.95M	Sell	40,800 -1,383	-3%	-$104K	0.18%	170
2017 Q4	$3.03M	Buy	42,183 +400	+1%	+$29.4K	0.18%	165
2017 Q3	$3.11M	Buy	41,783 +330	+0.8%	+$23.1K	0.19%	157
2017 Q2	$3.1M	Sell	41,453 -3,880	-9%	-$284K	0.19%	156
2017 Q1	$3.41M	Buy	45,333 +4,810	+12%	+$368K	0.21%	146
2016 Q4	$3.13M	Sell	40,523 -1,852	-4%	-$129K	0.2%	155
2016 Q3	$2.52M	Sell	42,375 -755	-2%	-$43.2K	0.18%	143
2016 Q2	$2.29M	Sell	43,130 -17,000	-28%	-$924K	0.17%	144
2016 Q1	$3.1M	Sell	60,130 -3,643	-6%	-$175K	0.23%	133
2015 Q4	$2.97K	Sell	63,773 -3,750	-6%	-$189K	0.21%	139
2015 Q3	$3.43K	Sell	67,523 -395	-0.6%	-$20.8K	0.25%	126
2015 Q2	$3.38K	Hold	67,918	–	–	0.23%	132
2015 Q1	$3.38K	Sell	67,918 -35,100	-34%	-$1.82M	0.23%	132
2014 Q4	$5.86M	Buy	103,018 +57	+0.1%	+$3.21K	0.41%	81
2014 Q3	$5.62M	Hold	102,961	–	–	0.41%	82
2014 Q2	$6.53M	Sell	102,961 -550	-0.5%	-$32.8K	0.46%	72
2014 Q1	$6.7M	Buy	103,511 +25	+0%	+$1.56K	0.49%	68
2013 Q4	$6.65M	Sell	103,486 -125	-0.1%	-$7.59K	0.51%	68
2013 Q3	$5.63M	Buy	103,611 +300	+0.3%	+$17.5K	0.49%	74
2013 Q2	$5.75K	Buy	+103,311	New	+$5.26M	0.49%	65

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

First National Bank of Omaha's UMBF Position: Q2 2026 in Review

First National Bank of Omaha reduced its UMB Financial (UMBF) stake by 62% in Q2 2026, selling an estimated $1.58M and leaving 7,414 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #355.

First National Bank of Omaha first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.7M in Q1 2014. 229 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

First National Bank of Omaha held 7,414 shares of UMB Financial worth $1.05M as of Q2 2026.
First National Bank of Omaha sold 12,287 UMB Financial shares in Q2 2026, an estimated $1.58M.
UMB Financial made up 0.03% of First National Bank of Omaha's portfolio in Q2 2026, its #355 holding.
First National Bank of Omaha first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
First National Bank of Omaha's UMB Financial position peaked at $6.7M in Q1 2014.
229 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.