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 Q3	$3.57M	Buy	27,532 +87	+0.3%	+$12.4K	0.71%	27
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $373M AUM 32.62% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Friday Financial's UMBF Position: Q3 2026 in Review

Friday Financial increased its UMB Financial (UMBF) stake by 0.32% in Q3 2026, buying an estimated $12.4K and bringing the position to 27,532 shares worth $3.57M. The position accounts for 0.71% of the portfolio, ranked #27.

Friday Financial first reported a position in UMBF in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.01M in Q2 2026. 100 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

Friday Financial held 27,532 shares of UMB Financial worth $3.57M as of Q3 2026.
Friday Financial bought 87 UMB Financial shares in Q3 2026, an estimated $12.4K.
UMB Financial made up 0.71% of Friday Financial's portfolio in Q3 2026, its #27 holding.
Friday Financial first reported a position in UMB Financial in Q1 2025 and has held it in 7 quarters since.
Friday Financial's UMB Financial position peaked at $4.01M in Q2 2026.
100 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.