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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
Q2 		$6.88M Buy
48,200
+18,137
+60% +$2.33M 0.08% 223
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 $7.9B 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

Horizon Investments's UMBF Position: Q2 2026 in Review

Horizon Investments increased its UMB Financial (UMBF) stake by 60% in Q2 2026, buying an estimated $2.33M and bringing the position to 48,200 shares worth $6.88M. The position accounts for 0.08% of the portfolio, ranked #223.

Horizon Investments first reported a position in UMBF in Q3 2024 and has held it in 5 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Horizon Investments held 48,200 shares of UMB Financial worth $6.88M as of Q2 2026.
  • Horizon Investments bought 18,137 UMB Financial shares in Q2 2026, an estimated $2.33M.
  • UMB Financial made up 0.08% of Horizon Investments's portfolio in Q2 2026, its #223 holding.
  • Horizon Investments first reported a position in UMB Financial in Q3 2024 and has held it in 5 quarters since.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.