FGP
UMBF icon

Freestone Grove Partners’s UMB Financial UMBF Stock Holding History

Freestone Grove Partners’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 		$7.16M Hold
50,160
– – 0.05% 319
2026
Q1 		$5.66M Buy
+50,160
New +$6.04M 0.04% 318
2025
Q4 		– Sell
-247,558
Closed -$29.3M – 953
2025
Q3 		$29.3M Buy
+247,558
New +$28.5M 0.22% 161
2025
Q2 		– Sell
-749,507
Closed -$75.8M – 861
2025
Q1 		$75.8M Buy
749,507
+322,117
+75% +$35.5M 0.78% 23
2024
Q4 		$48.2M Buy
+427,390
New +$49.4M 0.59% 55

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

Freestone Grove Partners's UMBF Position: Q2 2026 in Review

Freestone Grove Partners held its UMB Financial (UMBF) position steady in Q2 2026 at 50,160 shares worth $7.16M. The position accounts for 0.05% of the portfolio, ranked #319.

Freestone Grove Partners first reported a position in UMBF in Q4 2024 and has held it in 5 quarters since. The position peaked at $75.8M in Q1 2025. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Freestone Grove Partners held 50,160 shares of UMB Financial worth $7.16M as of Q2 2026.
  • Freestone Grove Partners left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 0.05% of Freestone Grove Partners's portfolio in Q2 2026, its #319 holding.
  • Freestone Grove Partners first reported a position in UMB Financial in Q4 2024 and has held it in 5 quarters since.
  • Freestone Grove Partners's UMB Financial position peaked at $75.8M in Q1 2025.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.