GI
UMBF icon

GAMMA Investing’s UMB Financial UMBF Stock Holding History

GAMMA Investing’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 		$269K Buy
2,067
+284
+16% +$40.5K 0.01% 1110
2026
Q2 		$255K Buy
1,783
+342
+24% +$44K 0.01% 1086
2026
Q1 		$163K Buy
1,441
+68
+5% +$8.19K 0.01% 1262
2025
Q4 		$158K Buy
1,373
+221
+19% +$25K 0.01% 1214
2025
Q3 		$136K Buy
1,152
+268
+30% +$30.9K 0.01% 1246
2025
Q2 		$93K Sell
884
-37
-4% -$3.69K 0.01% 1499
2025
Q1 		$93.1K Buy
921
+506
+122% +$55.8K 0.01% 1321
2024
Q4 		$46.8K Buy
415
+81
+24% +$9.37K ﹤0.01% 1711
2024
Q3 		$35.1K Buy
334
+74
+28% +$7.21K ﹤0.01% 1738
2024
Q2 		$21.7K Buy
260
+109
+72% +$8.94K ﹤0.01% 1802
2024
Q1 		$13.1K Buy
151
+16
+12% +$1.3K ﹤0.01% 1899
2023
Q4 		$11.1K Buy
+135
New +$9.5K ﹤0.01% 1849

Other funds holding UMBF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

GAMMA Investing's UMBF Position: Q3 2026 in Review

GAMMA Investing increased its UMB Financial (UMBF) stake by 16% in Q3 2026, buying an estimated $40.5K and bringing the position to 2,067 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #1110.

GAMMA Investing first reported a position in UMBF in Q4 2023 and has held it in 12 quarters since. 16 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • GAMMA Investing held 2,067 shares of UMB Financial worth $269K as of Q3 2026.
  • GAMMA Investing bought 284 UMB Financial shares in Q3 2026, an estimated $40.5K.
  • UMB Financial made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1110 holding.
  • GAMMA Investing first reported a position in UMB Financial in Q4 2023 and has held it in 12 quarters since.
  • 16 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.