Friday Financial’s UMB Financial UMBF Stock Holding History

Friday Financial’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	$4.01M	Buy	27,445 +1,533	+6%	+$197K	1.07%	21
2026 Q1	$2.92M	Buy	25,912 +12	+0%	+$1.44K	1.01%	23
2025 Q4	$2.98M	Buy	25,900 +341	+1%	+$38.6K	1.05%	23
2025 Q3	$3.02M	Buy	25,559 +655	+3%	+$75.5K	1.27%	17
2025 Q2	$2.62M	Buy	24,904 +1,137	+5%	+$113K	1.33%	18
2025 Q1	$2.42M	Buy	+23,767	New	+$2.62M	1.45%	17

Other funds holding UMBF

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Friday Financial's UMBF Position: Q2 2026 in Review

Friday Financial increased its UMB Financial (UMBF) stake by 5.9% in Q2 2026, buying an estimated $197K and bringing the position to 27,445 shares worth $4.01M. The position accounts for 1.07% of the portfolio, ranked #21.

Friday Financial first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Friday Financial held 27,445 shares of UMB Financial worth $4.01M as of Q2 2026.
Friday Financial bought 1,533 UMB Financial shares in Q2 2026, an estimated $197K.
UMB Financial made up 1.07% of Friday Financial's portfolio in Q2 2026, its #21 holding.
Friday Financial first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.