Franklin Resources
UMBF icon

Franklin Resources’s UMB Financial UMBF Stock Holding History

Franklin Resources’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 		$48.6M Buy
340,610
+26,465
+8% +$3.4M 0.01% 693
2026
Q1 		$35.4M Sell
314,145
-32,559
-9% -$3.92M 0.01% 753
2025
Q4 		$39.9M Buy
346,704
+26,792
+8% +$3.04M 0.01% 711
2025
Q3 		$37.9M Sell
319,912
-16,156
-5% -$1.86M 0.01% 729
2025
Q2 		$35.3M Buy
336,068
+18,963
+6% +$1.89M 0.01% 742
2025
Q1 		$32.1M Buy
317,105
+8,561
+3% +$944K 0.01% 750
2024
Q4 		$34.8M Buy
308,544
+26,186
+9% +$3.03M 0.01% 739
2024
Q3 		$30.9M Sell
282,358
-3,699
-1% -$361K 0.01% 748
2024
Q2 		$23.9M Buy
286,057
+225,136
+370% +$18.5M 0.01% 794
2024
Q1 		$5.3M Buy
60,921
+49,291
+424% +$4.01M ﹤0.01% 1303
2023
Q4 		$972K Buy
11,630
+10
+0.1% +$703 ﹤0.01% 1656
2023
Q3 		$721K Sell
11,620
-212
-2% -$13.8K ﹤0.01% 1739
2023
Q2 		$721K Buy
+11,832
New +$706K ﹤0.01% 1785
2022
Q4 		– Sell
-2,397
Closed -$203K – 2386
2022
Q3 		$203K Buy
2,397
+63
+3% +$5.7K ﹤0.01% 1993
2022
Q2 		$201K Buy
2,334
+137
+6% +$12.4K ﹤0.01% 2023
2022
Q1 		$213K Sell
2,197
-337
-13% -$34.4K ﹤0.01% 2139
2021
Q4 		$269K Buy
2,534
+286
+13% +$29.5K ﹤0.01% 2132
2021
Q3 		$217K Buy
+2,248
New +$205K ﹤0.01% 2205

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

Franklin Resources's UMBF Position: Q2 2026 in Review

Franklin Resources increased its UMB Financial (UMBF) stake by 8.4% in Q2 2026, buying an estimated $3.4M and bringing the position to 340,610 shares worth $48.6M. The position accounts for 0.01% of the portfolio, ranked #693.

Franklin Resources first reported a position in UMBF in Q3 2021 and has held it in 18 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Franklin Resources held 340,610 shares of UMB Financial worth $48.6M as of Q2 2026.
  • Franklin Resources bought 26,465 UMB Financial shares in Q2 2026, an estimated $3.4M.
  • UMB Financial made up 0.01% of Franklin Resources's portfolio in Q2 2026, its #693 holding.
  • Franklin Resources first reported a position in UMB Financial in Q3 2021 and has held it in 18 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.