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Hexagon Capital Partners’s UMB Financial UMBF Stock Holding History

Hexagon Capital Partners’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
2025
Q2 		– Sell
-16
Closed -$1.62K – 1616
2025
Q1 		$1.62K Sell
16
-5
-24% -$551 ﹤0.01% 1451
2024
Q4 		$2.37K Sell
21
-86
-80% -$9.94K ﹤0.01% 1376
2024
Q3 		$11.2K Buy
107
+78
+269% +$7.6K ﹤0.01% 885
2024
Q2 		$2.42K Buy
+29
New +$2.38K ﹤0.01% 1137
2023
Q4 		– Sell
-20
Closed -$1.24K – 1503
2023
Q3 		$1.24K Sell
20
-12
-38% -$779 ﹤0.01% 1149
2023
Q2 		$1.95K Sell
32
-14
-30% -$835 ﹤0.01% 1080
2023
Q1 		$2.65K Sell
46
-17
-27% -$1.38K ﹤0.01% 1007
2022
Q4 		$5.26K Sell
63
-47
-43% -$3.95K ﹤0.01% 905
2022
Q3 		$9K Buy
110
+89
+424% +$8.05K ﹤0.01% 812
2022
Q2 		$2K Buy
+21
New +$1.9K ﹤0.01% 1007

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hexagon Capital Partners's UMBF Position: Q2 2025 in Review

Hexagon Capital Partners sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 16 shares — an estimated $1.62K sold.

Hexagon Capital Partners first reported a position in UMBF in Q2 2022 and held it in 10 quarters. The position peaked at $11.2K in Q3 2024. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • Hexagon Capital Partners reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 16 UMB Financial shares in Q2 2025, an estimated $1.62K.
  • Hexagon Capital Partners first reported a position in UMB Financial in Q2 2022 and held it in 10 quarters.
  • Hexagon Capital Partners's UMB Financial position peaked at $11.2K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.