HIM
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Hillsdale Investment Management’s UMB Financial UMBF Stock Holding History

Hillsdale 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 		$7.29M Buy
51,060
+48,800
+2,159% +$6.27M 0.17% 161
2026
Q1 		$255K Buy
2,260
+2,200
+3,667% +$265K 0.01% 543
2025
Q4 		$6.9K Hold
60
– – ﹤0.01% 628
2025
Q3 		$7.1K Buy
60
+10
+20% +$1.15K ﹤0.01% 600
2025
Q2 		$5.26K Sell
50
-10
-17% -$997 ﹤0.01% 598
2025
Q1 		$6.07K Buy
+60
New +$6.62K ﹤0.01% 550
2021
Q3 		– Sell
-12,000
Closed -$1.12M – 641
2021
Q2 		$1.12M Hold
12,000
– – 0.09% 212
2021
Q1 		$1.11M Buy
+12,000
New +$991K 0.09% 225

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's UMBF Position: Q2 2026 in Review

Hillsdale Investment Management increased its UMB Financial (UMBF) stake by 2,159% in Q2 2026, buying an estimated $6.27M and bringing the position to 51,060 shares worth $7.29M. The position accounts for 0.17% of the portfolio, ranked #161.

Hillsdale Investment Management first reported a position in UMBF in Q1 2021 and has held it in 8 quarters since. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Hillsdale Investment Management held 51,060 shares of UMB Financial worth $7.29M as of Q2 2026.
  • Hillsdale Investment Management bought 48,800 UMB Financial shares in Q2 2026, an estimated $6.27M.
  • UMB Financial made up 0.17% of Hillsdale Investment Management's portfolio in Q2 2026, its #161 holding.
  • Hillsdale Investment Management first reported a position in UMB Financial in Q1 2021 and has held it in 8 quarters since.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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