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Great Lakes Advisors’s UMB Financial UMBF Stock Holding History

Great Lakes 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
Q1 		$2.28M Sell
20,211
-1,195
-6% -$144K 0.02% 390
2025
Q4 		$2.46M Sell
21,406
-7,897
-27% -$895K 0.02% 388
2025
Q3 		$3.47M Sell
29,303
-20,193
-41% -$2.33M 0.03% 325
2025
Q2 		$5.2M Sell
49,496
-5,672
-10% -$566K 0.04% 277
2025
Q1 		$5.58M Buy
55,168
+3,654
+7% +$403K 0.05% 265
2024
Q4 		$5.81M Sell
51,514
-1,602
-3% -$185K 0.05% 280
2024
Q3 		$5.58M Sell
53,116
-5,776
-10% -$563K 0.05% 298
2024
Q2 		$4.91M Buy
58,892
+210
+0.4% +$17.2K 0.04% 309
2024
Q1 		$5.1M Sell
58,682
-91
-0.2% -$7.4K 0.04% 323
2023
Q4 		$4.91M Buy
+58,773
New +$4.13M 0.05% 320
2020
Q2 		– Sell
-69,634
Closed -$3.23M – 613
2020
Q1 		$3.23M Sell
69,634
-1,140
-2% -$69.4K 0.09% 235
2019
Q4 		$4.86M Buy
70,774
+1,047
+2% +$69.5K 0.1% 224
2019
Q3 		$4.5M Buy
69,727
+64,688
+1,284% +$4.18M 0.1% 228
2019
Q2 		$331K Buy
+5,039
New +$332K 0.01% 479

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Great Lakes Advisors's UMBF Position: Q1 2026 in Review

Great Lakes Advisors reduced its UMB Financial (UMBF) stake by 5.6% in Q1 2026, selling an estimated $144K and leaving 20,211 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #390.

Great Lakes Advisors first reported a position in UMBF in Q2 2019 and has held it in 14 quarters since. The position peaked at $5.81M in Q4 2024. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Great Lakes Advisors held 20,211 shares of UMB Financial worth $2.28M as of Q1 2026.
  • Great Lakes Advisors sold 1,195 UMB Financial shares in Q1 2026, an estimated $144K.
  • UMB Financial made up 0.02% of Great Lakes Advisors's portfolio in Q1 2026, its #390 holding.
  • Great Lakes Advisors first reported a position in UMB Financial in Q2 2019 and has held it in 14 quarters since.
  • Great Lakes Advisors's UMB Financial position peaked at $5.81M in Q4 2024.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Great Lakes Advisors's 13F filing for Q1 2026, filed 12 May 2026.