Fourthstone LLC’s UMB Financial UMBF Stock Holding History

Fourthstone LLC’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	–	Sell	-10,500	Closed	-$1.18M	–	66
2026 Q1	$1.18M	Buy	+10,500	New	+$1.26M	0.2%	45

Other funds holding UMBF

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

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fourthstone LLC's UMBF Position: Q2 2026 in Review

Fourthstone LLC sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 10,500 shares — an estimated $1.18M sold.

Fourthstone LLC first reported a position in UMBF in Q1 2026 and held it in 1 quarter. The position peaked at $1.18M in Q1 2026. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Fourthstone LLC reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
Fourthstone LLC sold 10,500 UMB Financial shares in Q2 2026, an estimated $1.18M.
Fourthstone LLC first reported a position in UMB Financial in Q1 2026 and held it in 1 quarter.
Fourthstone LLC's UMB Financial position peaked at $1.18M in Q1 2026.
484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Fourthstone LLC's 13F filing for Q2 2026, filed 14 Aug 2026.