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Hamilton Capital Partners (Canada)’s UMB Financial UMBF Stock Holding History

Hamilton Capital Partners (Canada)’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 		$509K Sell
3,565
-1,450
-29% -$186K 0.01% 156
2026
Q1 		$566K Hold
5,015
– – 0.02% 158
2025
Q4 		$577K Buy
5,015
+341
+7% +$38.6K 0.02% 148
2025
Q3 		$553K Hold
4,674
– – 0.02% 151
2025
Q2 		$492K Hold
4,674
– – 0.03% 125
2025
Q1 		$473K Buy
4,674
+466
+11% +$51.4K 0.03% 127
2024
Q4 		$475K Buy
4,208
+878
+26% +$102K 0.04% 125
2024
Q3 		$350K Buy
+3,330
New +$325K 0.03% 134

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s UMBF Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) reduced its UMB Financial (UMBF) stake by 29% in Q2 2026, selling an estimated $186K and leaving 3,565 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #156.

Hamilton Capital Partners (Canada) first reported a position in UMBF in Q3 2024 and has held it in 8 quarters since. The position peaked at $577K in Q4 2025. 456 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Hamilton Capital Partners (Canada) held 3,565 shares of UMB Financial worth $509K as of Q2 2026.
  • Hamilton Capital Partners (Canada) sold 1,450 UMB Financial shares in Q2 2026, an estimated $186K.
  • UMB Financial made up 0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #156 holding.
  • Hamilton Capital Partners (Canada) first reported a position in UMB Financial in Q3 2024 and has held it in 8 quarters since.
  • Hamilton Capital Partners (Canada)'s UMB Financial position peaked at $577K in Q4 2025.
  • 456 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.