HI
UMBF icon

Horizon Investments’s UMB Financial UMBF Stock Holding History

Horizon 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 		$3.39M Buy
30,063
+28,724
+2,145% +$3.46M 0.04% 360
2025
Q4 		$154K Sell
1,339
-23,789
-95% -$2.69M ﹤0.01% 1007
2025
Q3 		$2.97M Buy
+25,128
New +$2.9M 0.04% 350
2024
Q4 		– Sell
-14
Closed -$1.47K – 924
2024
Q3 		$1.47K Buy
+14
New +$1.36K ﹤0.01% 739

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Horizon Investments's UMBF Position: Q1 2026 in Review

Horizon Investments increased its UMB Financial (UMBF) stake by 2,145% in Q1 2026, buying an estimated $3.46M and bringing the position to 30,063 shares worth $3.39M. The position accounts for 0.04% of the portfolio, ranked #360.

Horizon Investments first reported a position in UMBF in Q3 2024 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Horizon Investments held 30,063 shares of UMB Financial worth $3.39M as of Q1 2026.
  • Horizon Investments bought 28,724 UMB Financial shares in Q1 2026, an estimated $3.46M.
  • UMB Financial made up 0.04% of Horizon Investments's portfolio in Q1 2026, its #360 holding.
  • Horizon Investments first reported a position in UMB Financial in Q3 2024 and has held it in 4 quarters since.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

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