IIM
UMBF icon

INTECH Investment Management’s UMB Financial UMBF Stock Holding History

INTECH Investment Management’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 		$2.01M Sell
14,078
-3,516
-20% -$452K 0.02% 709
2026
Q1 		$1.98M Sell
17,594
-12,848
-42% -$1.55M 0.02% 705
2025
Q4 		$3.5M Hold
30,442
– – 0.03% 496
2025
Q3 		$3.6M Sell
30,442
-656
-2% -$75.6K 0.03% 485
2025
Q2 		$3.27M Sell
31,098
-3,454
-10% -$344K 0.03% 505
2025
Q1 		$3.49M Buy
34,552
+11,900
+53% +$1.31M 0.04% 449
2024
Q4 		$2.56M Buy
22,652
+9,341
+70% +$1.08M 0.02% 575
2024
Q3 		$1.4M Buy
13,311
+3,507
+36% +$342K 0.02% 625
2024
Q2 		$818K Buy
+9,804
New +$804K 0.01% 675

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

INTECH Investment Management's UMBF Position: Q2 2026 in Review

INTECH Investment Management reduced its UMB Financial (UMBF) stake by 20% in Q2 2026, selling an estimated $452K and leaving 14,078 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #709.

INTECH Investment Management first reported a position in UMBF in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.6M in Q3 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • INTECH Investment Management held 14,078 shares of UMB Financial worth $2.01M as of Q2 2026.
  • INTECH Investment Management sold 3,516 UMB Financial shares in Q2 2026, an estimated $452K.
  • UMB Financial made up 0.02% of INTECH Investment Management's portfolio in Q2 2026, its #709 holding.
  • INTECH Investment Management first reported a position in UMB Financial in Q2 2024 and has held it in 9 quarters since.
  • INTECH Investment Management's UMB Financial position peaked at $3.6M in Q3 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.