FCM
UMBF icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FJ Capital Management's UMBF Position: Q1 2026 in Review

FJ Capital Management increased its UMB Financial (UMBF) stake by 65% in Q1 2026, buying an estimated $2.07M and bringing the position to 43,740 shares worth $4.93M. The position accounts for 0.56% of the portfolio, ranked #42.

FJ Capital Management first reported a position in UMBF in Q1 2024 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • FJ Capital Management held 43,740 shares of UMB Financial worth $4.93M as of Q1 2026.
  • FJ Capital Management bought 17,191 UMB Financial shares in Q1 2026, an estimated $2.07M.
  • UMB Financial made up 0.56% of FJ Capital Management's portfolio in Q1 2026, its #42 holding.
  • FJ Capital Management first reported a position in UMB Financial in Q1 2024 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on FJ Capital Management's 13F filing for Q1 2026, filed 15 May 2026.