GFA
UMBF icon

Gallagher Fiduciary Advisors’s UMB Financial UMBF Stock Holding History

Gallagher Fiduciary Advisors’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 		$1.04M Sell
7,310
-123
-2% -$15.8K 0.03% 113
2026
Q1 		$838K Sell
7,433
-754
-9% -$90.8K 0.03% 94
2025
Q4 		$942K Buy
8,187
+572
+8% +$64.8K 0.03% 106
2025
Q3 		$901K Buy
7,615
+93
+1% +$10.7K 0.03% 88
2025
Q2 		$791K Buy
7,522
+1,399
+23% +$140K 0.03% 107
2025
Q1 		$619K Buy
6,123
+354
+6% +$39K 0.02% 134
2024
Q4 		$651K Buy
5,769
+867
+18% +$100K 0.13% 111
2024
Q3 		$515K Buy
4,902
+1,184
+32% +$115K 0.1% 113
2024
Q2 		$310K Buy
+3,718
New +$305K 0.07% 153

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

Gallagher Fiduciary Advisors's UMBF Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its UMB Financial (UMBF) stake by 1.7% in Q2 2026, selling an estimated $15.8K and leaving 7,310 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #113.

Gallagher Fiduciary Advisors first reported a position in UMBF in Q2 2024 and has held it in 9 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Gallagher Fiduciary Advisors held 7,310 shares of UMB Financial worth $1.04M as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 123 UMB Financial shares in Q2 2026, an estimated $15.8K.
  • UMB Financial made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #113 holding.
  • Gallagher Fiduciary Advisors first reported a position in UMB Financial in Q2 2024 and has held it in 9 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.