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IEQ Capital’s UMB Financial UMBF Stock Holding History

IEQ Capital’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 		$567K Sell
3,974
-4,901
-55% -$630K ﹤0.01% 1343
2026
Q1 		$1M Sell
8,875
-2,773
-24% -$334K ﹤0.01% 1048
2025
Q4 		$1.34M Sell
11,648
-3,183
-21% -$361K ﹤0.01% 927
2025
Q3 		$1.76M Buy
14,831
+7,555
+104% +$871K 0.01% 806
2025
Q2 		$765K Buy
7,276
+193
+3% +$19.2K ﹤0.01% 958
2025
Q1 		$719K Buy
+7,083
New +$781K 0.01% 849

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

IEQ Capital's UMBF Position: Q2 2026 in Review

IEQ Capital reduced its UMB Financial (UMBF) stake by 55% in Q2 2026, selling an estimated $630K and leaving 3,974 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

IEQ Capital first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.76M in Q3 2025. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • IEQ Capital held 3,974 shares of UMB Financial worth $567K as of Q2 2026.
  • IEQ Capital sold 4,901 UMB Financial shares in Q2 2026, an estimated $630K.
  • UMB Financial made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1343 holding.
  • IEQ Capital first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • IEQ Capital's UMB Financial position peaked at $1.76M in Q3 2025.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.