HHCP
UMBF icon

Hilton Head Capital Partners’s UMB Financial UMBF Stock Holding History

Hilton Head 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
2026
Q2 		$13.1K Sell
92
-273
-75% -$35.1K 0.01% 546
2026
Q1 		$41.2K Buy
365
+69
+23% +$8.3K 0.02% 335
2025
Q4 		$34.1K Buy
+296
New +$33.5K 0.02% 361

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
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

Hilton Head Capital Partners's UMBF Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its UMB Financial (UMBF) stake by 75% in Q2 2026, selling an estimated $35.1K and leaving 92 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #546.

Hilton Head Capital Partners first reported a position in UMBF in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.2K in Q1 2026. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Hilton Head Capital Partners held 92 shares of UMB Financial worth $13.1K as of Q2 2026.
  • Hilton Head Capital Partners sold 273 UMB Financial shares in Q2 2026, an estimated $35.1K.
  • UMB Financial made up 0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #546 holding.
  • Hilton Head Capital Partners first reported a position in UMB Financial in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's UMB Financial position peaked at $41.2K in Q1 2026.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.