FCM
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FJ Capital Management’s UMB Financial UMBF Stock Holding History

FJ Capital Management’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 		$18.2M Buy
127,486
+83,746
+191% +$10.8M 2.36% 16
2026
Q1 		$4.93M Buy
43,740
+17,191
+65% +$2.07M 0.56% 42
2025
Q4 		$3.05M Hold
26,549
– – 0.34% 58
2025
Q3 		$3.14M Buy
+26,549
New +$3.06M 0.34% 65
2024
Q2 		– Sell
-13,301
Closed -$1.16M – 136
2024
Q1 		$1.16M Buy
+13,301
New +$1.08M 0.12% 83

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FJ Capital Management's UMBF Position: Q2 2026 in Review

FJ Capital Management increased its UMB Financial (UMBF) stake by 191% in Q2 2026, buying an estimated $10.8M and bringing the position to 127,486 shares worth $18.2M. The position accounts for 2.36% of the portfolio, ranked #16.

FJ Capital Management first reported a position in UMBF in Q1 2024 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • FJ Capital Management held 127,486 shares of UMB Financial worth $18.2M as of Q2 2026.
  • FJ Capital Management bought 83,746 UMB Financial shares in Q2 2026, an estimated $10.8M.
  • UMB Financial made up 2.36% of FJ Capital Management's portfolio in Q2 2026, its #16 holding.
  • FJ Capital Management first reported a position in UMB Financial in Q1 2024 and has held it in 5 quarters since.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on FJ Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.