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
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

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
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

GAMMA Investing's UMBF Position: Q2 2026 in Review

GAMMA Investing increased its UMB Financial (UMBF) stake by 24% in Q2 2026, buying an estimated $44K and bringing the position to 1,783 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #1086.

GAMMA Investing first reported a position in UMBF in Q4 2023 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • GAMMA Investing held 1,783 shares of UMB Financial worth $255K as of Q2 2026.
  • GAMMA Investing bought 342 UMB Financial shares in Q2 2026, an estimated $44K.
  • UMB Financial made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1086 holding.
  • GAMMA Investing first reported a position in UMB Financial in Q4 2023 and has held it in 11 quarters since.
  • 100 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.