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Harbour Investments’s UMB Financial UMBF Stock Holding History

Harbour Investments’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 		$268K Buy
2,376
+2,373
+79,100% +$286K ﹤0.01% 1370
2025
Q4 		$345 Buy
+3
New +$340 ﹤0.01% 3602

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

Harbour Investments's UMBF Position: Q1 2026 in Review

Harbour Investments increased its UMB Financial (UMBF) stake by 79,100% in Q1 2026, buying an estimated $286K and bringing the position to 2,376 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Harbour Investments first reported a position in UMBF in Q4 2025 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Harbour Investments held 2,376 shares of UMB Financial worth $268K as of Q1 2026.
  • Harbour Investments bought 2,373 UMB Financial shares in Q1 2026, an estimated $286K.
  • UMB Financial made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1370 holding.
  • Harbour Investments first reported a position in UMB Financial in Q4 2025 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.