Holocene Advisors
UMBF icon

Holocene Advisors’s UMB Financial UMBF Stock Holding History

Holocene 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
Q2 		$37.5M Buy
262,423
+216,413
+470% +$27.8M 0.08% 227
2026
Q1 		$5.19M Buy
46,010
+15,184
+49% +$1.83M 0.01% 391
2025
Q4 		$3.55M Buy
30,826
+7,996
+35% +$906K 0.01% 413
2025
Q3 		$2.7M Sell
22,830
-19,599
-46% -$2.26M 0.01% 478
2025
Q2 		$4.46M Sell
42,429
-189,964
-82% -$18.9M 0.01% 410
2025
Q1 		$23.5M Buy
232,393
+42,243
+22% +$4.66M 0.07% 229
2024
Q4 		$21.5M Buy
190,150
+10,931
+6% +$1.26M 0.07% 251
2024
Q3 		$18.8M Buy
+179,219
New +$17.5M 0.08% 205
2024
Q1 		– Sell
-8,108
Closed -$677K – 877
2023
Q4 		$677K Buy
+8,108
New +$570K ﹤0.01% 626
2020
Q1 		– Sell
-22,162
Closed -$1.52M – 829
2019
Q4 		$1.52M Buy
22,162
+1,039
+5% +$68.9K 0.01% 480
2019
Q3 		$1.36M Buy
21,123
+13,842
+190% +$894K 0.01% 409
2019
Q2 		$479K Buy
7,281
+1,296
+22% +$85.5K 0.01% 476
2019
Q1 		$383K Sell
5,985
-162
-3% -$10.7K 0.01% 476
2018
Q4 		$375K Sell
6,147
-10,366
-63% -$672K 0.01% 491
2018
Q3 		$1.17M Buy
16,513
+10,473
+173% +$787K 0.02% 236
2018
Q2 		$460K Sell
6,040
-1,811
-23% -$139K 0.01% 349
2018
Q1 		$568K Sell
7,851
-3,311
-30% -$248K 0.01% 203
2017
Q4 		$803K Buy
+11,162
New +$820K 0.02% 261

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

Holocene Advisors's UMBF Position: Q2 2026 in Review

Holocene Advisors increased its UMB Financial (UMBF) stake by 470% in Q2 2026, buying an estimated $27.8M and bringing the position to 262,423 shares worth $37.5M. The position accounts for 0.08% of the portfolio, ranked #227.

Holocene Advisors first reported a position in UMBF in Q4 2017 and has held it in 18 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Holocene Advisors held 262,423 shares of UMB Financial worth $37.5M as of Q2 2026.
  • Holocene Advisors bought 216,413 UMB Financial shares in Q2 2026, an estimated $27.8M.
  • UMB Financial made up 0.08% of Holocene Advisors's portfolio in Q2 2026, its #227 holding.
  • Holocene Advisors first reported a position in UMB Financial in Q4 2017 and has held it in 18 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.