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Gator Capital Management’s UMB Financial UMBF Stock Holding History

Gator Capital Management’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 		$18.5M Sell
129,450
-15,930
-11% -$2.05M 3.88% 4
2026
Q1 		$16.4M Buy
145,380
+9,250
+7% +$1.11M 3.35% 6
2025
Q4 		$15.7M Buy
136,130
+34,480
+34% +$3.91M 3.17% 4
2025
Q3 		$12M Buy
101,650
+475
+0.5% +$54.7K 3.05% 5
2025
Q2 		$10.6M Buy
101,175
+700
+0.7% +$69.8K 3.29% 6
2025
Q1 		$10.2M Hold
100,475
– – 3.87% 5
2024
Q4 		$11.3M Sell
100,475
-175
-0.2% -$20.2K 4.27% 3
2024
Q3 		$10.6M Hold
100,650
– – 4.68% 3
2024
Q2 		$8.4M Sell
100,650
-2,300
-2% -$189K 4.26% 5
2024
Q1 		$8.96M Hold
102,950
– – 4.59% 4
2023
Q4 		$8.6M Buy
102,950
+2,218
+2% +$156K 4.75% 3
2023
Q3 		$6.25M Buy
100,732
+24,562
+32% +$1.6M 4.42% 6
2023
Q2 		$4.64M Buy
+76,170
New +$4.54M 3.27% 14
2022
Q3 		– Sell
-2,500
Closed -$215K – 70
2022
Q2 		$215K Hold
2,500
– – 0.18% 61
2022
Q1 		$243K Sell
2,500
-6,800
-73% -$694K 0.18% 60
2021
Q4 		$987K Buy
+9,300
New +$959K 0.71% 36

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

Gator Capital Management's UMBF Position: Q2 2026 in Review

Gator Capital Management reduced its UMB Financial (UMBF) stake by 11% in Q2 2026, selling an estimated $2.05M and leaving 129,450 shares worth $18.5M. The position accounts for 3.88% of the portfolio, ranked #4.

Gator Capital Management first reported a position in UMBF in Q4 2021 and has held it in 16 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Gator Capital Management held 129,450 shares of UMB Financial worth $18.5M as of Q2 2026.
  • Gator Capital Management sold 15,930 UMB Financial shares in Q2 2026, an estimated $2.05M.
  • UMB Financial made up 3.88% of Gator Capital Management's portfolio in Q2 2026, its #4 holding.
  • Gator Capital Management first reported a position in UMB Financial in Q4 2021 and has held it in 16 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Gator Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.