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Fox Run Management’s UMB Financial UMBF Stock Holding History

Fox Run 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 		– Sell
-6,409
Closed -$705K – 1316
2026
Q1 		$705K Buy
+6,409
New +$771K 0.12% 291
2025
Q2 		– Sell
-4,759
Closed -$481K – 1253
2025
Q1 		$481K Buy
+4,759
New +$525K 0.07% 514
2023
Q4 		– Sell
-3,900
Closed -$242K – 1032
2023
Q3 		$242K Buy
+3,900
New +$253K 0.07% 512
2018
Q1 		– Sell
-4,500
Closed -$324K – 936
2017
Q4 		$324K Buy
4,500
+500
+13% +$36.7K 0.09% 433
2017
Q3 		$298K Buy
+4,000
New +$280K 0.08% 489

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

Fox Run Management's UMBF Position: Q2 2026 in Review

Fox Run Management sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 6,409 shares — an estimated $705K sold.

Fox Run Management first reported a position in UMBF in Q3 2017 and held it in 5 quarters. The position peaked at $705K in Q1 2026. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Fox Run Management reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Fox Run Management sold 6,409 UMB Financial shares in Q2 2026, an estimated $705K.
  • Fox Run Management first reported a position in UMB Financial in Q3 2017 and held it in 5 quarters.
  • Fox Run Management's UMB Financial position peaked at $705K in Q1 2026.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.