Geode Capital Management
UMBF icon

Geode Capital Management’s UMB Financial UMBF Stock Holding History

Geode 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 		$295M Buy
2,064,907
+117,461
+6% +$15.1M 0.02% 645
2026
Q1 		$220M Buy
1,947,446
+39,468
+2% +$4.75M 0.01% 691
2025
Q4 		$220M Buy
1,907,978
+33,078
+2% +$3.75M 0.01% 683
2025
Q3 		$222M Buy
1,874,900
+28,648
+2% +$3.3M 0.01% 667
2025
Q2 		$194M Buy
1,846,252
+119,319
+7% +$11.9M 0.01% 678
2025
Q1 		$175M Buy
1,726,933
+614,473
+55% +$67.7M 0.01% 685
2024
Q4 		$126M Sell
1,112,460
-1,791
-0.2% -$207K 0.01% 861
2024
Q3 		$117M Buy
1,114,251
+21,091
+2% +$2.06M 0.01% 883
2024
Q2 		$91.2M Buy
1,093,160
+56,740
+5% +$4.65M 0.01% 978
2024
Q1 		$90.2M Buy
1,036,420
+33,433
+3% +$2.72M 0.01% 981
2023
Q4 		$83.8M Buy
1,002,987
+42,898
+4% +$3.02M 0.01% 978
2023
Q3 		$59.6M Buy
960,089
+36,649
+4% +$2.38M 0.01% 1115
2023
Q2 		$56.2M Buy
923,440
+39,832
+5% +$2.38M 0.01% 1166
2023
Q1 		$51M Buy
883,608
+32,178
+4% +$2.62M 0.01% 1168
2022
Q4 		$71.1M Buy
851,430
+38,110
+5% +$3.2M 0.01% 910
2022
Q3 		$68.6M Buy
813,320
+10,131
+1% +$917K 0.01% 878
2022
Q2 		$69.2M Sell
803,189
-2,293
-0.3% -$208K 0.01% 900
2022
Q1 		$78.3M Buy
805,482
+3,994
+0.5% +$408K 0.01% 924
2021
Q4 		$85M Buy
801,488
+27,972
+4% +$2.89M 0.01% 929
2021
Q3 		$74.8M Sell
773,516
-50,170
-6% -$4.58M 0.01% 976
2021
Q2 		$76.7M Buy
823,686
+34,298
+4% +$3.26M 0.01% 963
2021
Q1 		$72.9M Buy
789,388
+61,108
+8% +$5.05M 0.01% 944
2020
Q4 		$50.2M Buy
728,280
+30,726
+4% +$1.97M 0.01% 1090
2020
Q3 		$34.2M Buy
697,554
+9,733
+1% +$491K 0.01% 1137
2020
Q2 		$35.5M Sell
687,821
-6,531
-0.9% -$320K 0.01% 1093
2020
Q1 		$32.2M Buy
694,352
+45,128
+7% +$2.75M 0.01% 1001
2019
Q4 		$44.6M Buy
649,224
+20,715
+3% +$1.37M 0.01% 1025
2019
Q3 		$40.6M Buy
628,509
+4,471
+0.7% +$289K 0.01% 1001
2019
Q2 		$41.1M Buy
624,038
+43,921
+8% +$2.9M 0.01% 995
2019
Q1 		$37.1M Buy
580,117
+29,841
+5% +$1.97M 0.01% 1000
2018
Q4 		$33.5M Buy
550,276
+34,682
+7% +$2.25M 0.01% 945
2018
Q3 		$36.6M Buy
515,594
+40,908
+9% +$3.07M 0.01% 993
2018
Q2 		$36.2M Buy
474,686
+45,338
+11% +$3.48M 0.01% 959
2018
Q1 		$31.1M Buy
429,348
+6,913
+2% +$518K 0.01% 975
2017
Q4 		$30.4M Buy
422,435
+12,220
+3% +$898K 0.01% 969
2017
Q3 		$30.6M Buy
410,215
+17,483
+4% +$1.22M 0.01% 946
2017
Q2 		$29.4M Buy
392,732
+22,752
+6% +$1.67M 0.01% 934
2017
Q1 		$27.9M Buy
369,980
+23,461
+7% +$1.8M 0.01% 932
2016
Q4 		$26.7M Buy
346,519
+30,789
+10% +$2.14M 0.01% 897
2016
Q3 		$18.8M Buy
315,730
+1,643
+0.5% +$94.1K 0.01% 1045
2016
Q2 		$16.7M Buy
314,087
+12,587
+4% +$684K 0.01% 1064
2016
Q1 		$15.6M Buy
301,500
+29,640
+11% +$1.42M 0.01% 1077
2015
Q4 		$12.7M Buy
271,860
+2,959
+1% +$149K 0.01% 1191
2015
Q3 		$13.7M Buy
268,901
+13,220
+5% +$697K 0.01% 1126
2015
Q2 		$14.6M Buy
255,681
+21,529
+9% +$1.16M 0.01% 1152
2015
Q1 		$12.4M Buy
234,152
+2,384
+1% +$124K 0.01% 1221
2014
Q4 		$13.2M Buy
231,768
+12,529
+6% +$706K 0.01% 1117
2014
Q3 		$12M Buy
219,239
+1,919
+0.9% +$111K 0.01% 1128
2014
Q2 		$13.8M Buy
217,320
+10,221
+5% +$609K 0.01% 1069
2014
Q1 		$13.4M Buy
207,099
+6,163
+3% +$385K 0.01% 1049
2013
Q4 		$12.9M Buy
200,936
+38,792
+24% +$2.36M 0.01% 1021
2013
Q3 		$8.81M Buy
162,144
+14,245
+10% +$831K 0.01% 1161
2013
Q2 		$8.23M Buy
+147,899
New +$7.54M 0.01% 1070

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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Geode Capital Management increased its UMB Financial (UMBF) stake by 6% in Q2 2026, buying an estimated $15.1M and bringing the position to 2,064,907 shares worth $295M. The position accounts for 0.02% of the portfolio, ranked #645.

Geode Capital Management first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Geode Capital Management held 2,064,907 shares of UMB Financial worth $295M as of Q2 2026.
  • Geode Capital Management bought 117,461 UMB Financial shares in Q2 2026, an estimated $15.1M.
  • UMB Financial made up 0.02% of Geode Capital Management's portfolio in Q2 2026, its #645 holding.
  • Geode Capital Management first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.