HCA
UMBF icon

Harbor Capital Advisors’s UMB Financial UMBF Stock Holding History

Harbor Capital 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 		$40K Buy
353
+166
+89% +$20K ﹤0.01% 698
2025
Q4 		$22K Sell
187
-3
-2% -$340 ﹤0.01% 811
2025
Q3 		$22K Sell
190
-83
-30% -$9.57K ﹤0.01% 805
2025
Q2 		$29K Buy
273
+11
+4% +$1.1K ﹤0.01% 752
2025
Q1 		$26K Buy
262
+57
+28% +$6.28K ﹤0.01% 774
2024
Q4 		$23K Buy
205
+24
+13% +$2.77K ﹤0.01% 798
2024
Q3 		$19K Buy
+181
New +$17.6K ﹤0.01% 836

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

Harbor Capital Advisors's UMBF Position: Q1 2026 in Review

Harbor Capital Advisors increased its UMB Financial (UMBF) stake by 89% in Q1 2026, buying an estimated $20K and bringing the position to 353 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Harbor Capital Advisors first reported a position in UMBF in Q3 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Harbor Capital Advisors held 353 shares of UMB Financial worth $40K as of Q1 2026.
  • Harbor Capital Advisors bought 166 UMB Financial shares in Q1 2026, an estimated $20K.
  • UMB Financial made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #698 holding.
  • Harbor Capital Advisors first reported a position in UMB Financial in Q3 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.