IP
UMBF icon

Interval Partners’s UMB Financial UMBF Stock Holding History

Interval Partners’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 		$16.5M Buy
115,855
+100,809
+670% +$13M 0.43% 77
2026
Q1 		$1.7M Buy
+15,046
New +$1.81M 0.04% 208
2025
Q4 		– Sell
-14,296
Closed -$1.69M – 468
2025
Q3 		$1.69M Sell
14,296
-18,248
-56% -$2.1M 0.03% 328
2025
Q2 		$3.42M Buy
32,544
+21,798
+203% +$2.17M 0.06% 236
2025
Q1 		$1.09M Sell
10,746
-37,439
-78% -$4.13M 0.02% 309
2024
Q4 		$5.44M Sell
48,185
-40,404
-46% -$4.67M 0.11% 168
2024
Q3 		$9.31M Buy
88,589
+49,195
+125% +$4.8M 0.21% 119
2024
Q2 		$3.29M Buy
+39,394
New +$3.23M 0.07% 252

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

Interval Partners's UMBF Position: Q2 2026 in Review

Interval Partners increased its UMB Financial (UMBF) stake by 670% in Q2 2026, buying an estimated $13M and bringing the position to 115,855 shares worth $16.5M. The position accounts for 0.43% of the portfolio, ranked #77.

Interval Partners first reported a position in UMBF in Q2 2024 and has held it in 8 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Interval Partners held 115,855 shares of UMB Financial worth $16.5M as of Q2 2026.
  • Interval Partners bought 100,809 UMB Financial shares in Q2 2026, an estimated $13M.
  • UMB Financial made up 0.43% of Interval Partners's portfolio in Q2 2026, its #77 holding.
  • Interval Partners first reported a position in UMB Financial in Q2 2024 and has held it in 8 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.