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UMBF icon

Inspire Investing’s UMB Financial UMBF Stock Holding History

Inspire Investing’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 		$592K Buy
+4,149
New +$533K 0.02% 925
2025
Q3 		– Sell
-3,698
Closed -$389K – 940
2025
Q2 		$389K Buy
3,698
+297
+9% +$29.6K 0.04% 585
2025
Q1 		$344K Sell
3,401
-143
-4% -$15.8K 0.04% 538
2024
Q4 		$400K Sell
3,544
-390
-10% -$45.1K 0.04% 633
2024
Q3 		$414K Sell
3,934
-281
-7% -$27.4K 0.04% 474
2024
Q2 		$352K Buy
4,215
+96
+2% +$7.87K 0.04% 576
2024
Q1 		$358K Sell
4,119
-469
-10% -$38.1K 0.04% 604
2023
Q4 		$383K Sell
4,588
-349
-7% -$24.5K 0.04% 609
2023
Q3 		$306K Sell
4,937
-242
-5% -$15.7K 0.04% 619
2023
Q2 		$315K Buy
5,179
+416
+9% +$24.8K 0.04% 464
2023
Q1 		$275K Buy
4,763
+1,956
+70% +$159K 0.04% 455
2022
Q4 		$234K Buy
2,807
+355
+14% +$29.8K 0.03% 705
2022
Q3 		$207K Sell
2,452
-15
-0.6% -$1.36K 0.03% 556
2022
Q2 		$212K Buy
2,467
+39
+2% +$3.54K 0.03% 596
2022
Q1 		$236K Buy
2,428
+85
+4% +$8.68K 0.03% 530
2021
Q4 		$249K Sell
2,343
-99
-4% -$10.2K 0.03% 540
2021
Q3 		$236K Buy
+2,442
New +$223K 0.03% 471

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

Inspire Investing's UMBF Position: Q2 2026 in Review

Inspire Investing opened a new position in UMB Financial (UMBF) in Q2 2026: 4,149 shares worth $592K. The stake represents 0.02% of the portfolio and ranks #925 among its holdings. This is a return to the name: Inspire Investing previously reported a position in UMBF as recently as Q2 2025.

Inspire Investing first reported a position in UMBF in Q3 2021 and has held it in 17 quarters since. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Inspire Investing held 4,149 shares of UMB Financial worth $592K as of Q2 2026.
  • UMB Financial was a new Inspire Investing position in Q2 2026.
  • UMB Financial made up 0.02% of Inspire Investing's portfolio in Q2 2026, its #925 holding.
  • Inspire Investing first reported a position in UMB Financial in Q3 2021 and has held it in 17 quarters since.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.