GKIM
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GW&K Investment Management’s UMB Financial UMBF Stock Holding History

GW&K Investment 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 		$96M Sell
672,465
-28,722
-4% -$3.69M 0.75% 24
2026
Q1 		$79.1M Sell
701,187
-17,090
-2% -$2.06M 0.7% 31
2025
Q4 		$82.6M Sell
718,277
-24,681
-3% -$2.8M 0.71% 28
2025
Q3 		$87.9M Buy
742,958
+123,726
+20% +$14.3M 0.78% 22
2025
Q2 		$65.1M Sell
619,232
-21,211
-3% -$2.12M 0.58% 47
2025
Q1 		$64.7M Sell
640,443
-9,729
-1% -$1.07M 0.6% 44
2024
Q4 		$73.4M Sell
650,172
-3,326
-0.5% -$385K 0.62% 44
2024
Q3 		$68.7M Buy
653,498
+319,415
+96% +$31.1M 0.59% 46
2024
Q2 		$27.9M Buy
334,083
+95,511
+40% +$7.83M 0.25% 160
2024
Q1 		$20.8M Sell
238,572
-5,196
-2% -$423K 0.18% 187
2023
Q4 		$20.4M Buy
+243,768
New +$17.1M 0.19% 189

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

GW&K Investment Management's UMBF Position: Q2 2026 in Review

GW&K Investment Management reduced its UMB Financial (UMBF) stake by 4.1% in Q2 2026, selling an estimated $3.69M and leaving 672,465 shares worth $96M. The position accounts for 0.75% of the portfolio, ranked #24.

GW&K Investment Management first reported a position in UMBF in Q4 2023 and has held it in 11 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • GW&K Investment Management held 672,465 shares of UMB Financial worth $96M as of Q2 2026.
  • GW&K Investment Management sold 28,722 UMB Financial shares in Q2 2026, an estimated $3.69M.
  • UMB Financial made up 0.75% of GW&K Investment Management's portfolio in Q2 2026, its #24 holding.
  • GW&K Investment Management first reported a position in UMB Financial in Q4 2023 and has held it in 11 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.