Invesco’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29M | Sell |
203,034
-71,302
| -26% | -$9.17M | ﹤0.01% | 1324 |
|
|
2026
Q1 | $30.9M | Sell |
274,336
-8,777
| -3% | -$1.06M | ﹤0.01% | 1267 |
|
|
2025
Q4 | $32.6M | Buy |
283,113
+23,566
| +9% | +$2.67M | ﹤0.01% | 1240 |
|
|
2025
Q3 | $30.7M | Sell |
259,547
-227,695
| -47% | -$26.2M | ﹤0.01% | 1269 |
|
|
2025
Q2 | $51.2M | Buy |
487,242
+87,652
| +22% | +$8.74M | 0.01% | 1045 |
|
|
2025
Q1 | $40.4M | Buy |
399,590
+89,610
| +29% | +$9.88M | 0.01% | 1121 |
|
|
2024
Q4 | $35M | Buy |
309,980
+74,038
| +31% | +$8.56M | 0.01% | 1202 |
|
|
2024
Q3 | $24.8M | Buy |
235,942
+123,197
| +109% | +$12M | ﹤0.01% | 1370 |
|
|
2024
Q2 | $9.41M | Buy |
112,745
+26,686
| +31% | +$2.19M | ﹤0.01% | 1825 |
|
|
2024
Q1 | $7.49M | Sell |
86,059
-12,041
| -12% | -$979K | ﹤0.01% | 1985 |
|
|
2023
Q4 | $8.2M | Buy |
98,100
+4,283
| +5% | +$301K | ﹤0.01% | 1948 |
|
|
2023
Q3 | $5.82M | Buy |
93,817
+514
| +0.6% | +$33.4K | ﹤0.01% | 2126 |
|
|
2023
Q2 | $5.68M | Sell |
93,303
-143,651
| -61% | -$8.57M | ﹤0.01% | 2168 |
|
|
2023
Q1 | $13.7M | Buy |
236,954
+143,219
| +153% | +$11.6M | ﹤0.01% | 1567 |
|
|
2022
Q4 | $7.83M | Sell |
93,735
-41,663
| -31% | -$3.5M | ﹤0.01% | 2009 |
|
|
2022
Q3 | $11.4M | Sell |
135,398
-57,113
| -30% | -$5.17M | ﹤0.01% | 1706 |
|
|
2022
Q2 | $16.6M | Sell |
192,511
-7,716
| -4% | -$699K | 0.01% | 1495 |
|
|
2022
Q1 | $19.5M | Buy |
200,227
+1,619
| +0.8% | +$165K | 0.01% | 1533 |
|
|
2021
Q4 | $21.1M | Buy |
198,608
+27,521
| +16% | +$2.84M | 0.01% | 1518 |
|
|
2021
Q3 | $16.5M | Buy |
171,087
+43,965
| +35% | +$4.01M | ﹤0.01% | 1686 |
|
|
2021
Q2 | $11.8M | Buy |
127,122
+27,745
| +28% | +$2.64M | ﹤0.01% | 1949 |
|
|
2021
Q1 | $9.18M | Buy |
99,377
+20,396
| +26% | +$1.69M | ﹤0.01% | 2001 |
|
|
2020
Q4 | $5.45M | Buy |
78,981
+18,300
| +30% | +$1.17M | ﹤0.01% | 2139 |
|
|
2020
Q3 | $2.97M | Sell |
60,681
-534,153
| -90% | -$27M | ﹤0.01% | 2287 |
|
|
2020
Q2 | $30.7M | Buy |
594,834
+524,549
| +746% | +$25.7M | 0.01% | 1110 |
|
|
2020
Q1 | $3.26M | Buy |
70,285
+19,950
| +40% | +$1.21M | ﹤0.01% | 2125 |
|
|
2019
Q4 | $3.46M | Sell |
50,335
-348,771
| -87% | -$23.1M | ﹤0.01% | 2373 |
|
|
2019
Q3 | $25.8M | Sell |
399,106
-14,690
| -4% | -$949K | 0.01% | 1271 |
|
|
2019
Q2 | $27.2M | Sell |
413,796
-442,133
| -52% | -$29.2M | 0.01% | 1278 |
|
|
2019
Q1 | $54.8M | Buy |
855,929
+375,335
| +78% | +$24.8M | 0.02% | 804 |
|
|
2018
Q4 | $29.3M | Buy |
480,594
+76,995
| +19% | +$4.99M | 0.01% | 975 |
|
|
2018
Q3 | $28.6M | Buy |
403,599
+214,638
| +114% | +$16.1M | 0.01% | 1076 |
|
|
2018
Q2 | $14.4M | Buy |
188,961
+71,476
| +61% | +$5.49M | ﹤0.01% | 1438 |
|
|
2018
Q1 | $8.51M | Buy |
117,485
+13,222
| +13% | +$990K | ﹤0.01% | 1644 |
|
|
2017
Q4 | $7.5M | Sell |
104,263
-1,519
| -1% | -$112K | ﹤0.01% | 1749 |
|
|
2017
Q3 | $7.88M | Buy |
105,782
+886
| +0.8% | +$62K | ﹤0.01% | 1710 |
|
|
2017
Q2 | $7.85M | Buy |
104,896
+6,802
| +7% | +$498K | ﹤0.01% | 1694 |
|
|
2017
Q1 | $7.39M | Sell |
98,094
-12,774
| -12% | -$977K | ﹤0.01% | 1735 |
|
|
2016
Q4 | $8.55M | Sell |
110,868
-123,169
| -53% | -$8.56M | ﹤0.01% | 1660 |
|
|
2016
Q3 | $13.9M | Buy |
234,037
+45,489
| +24% | +$2.6M | ﹤0.01% | 1304 |
|
|
2016
Q2 | $10M | Buy |
188,548
+10,244
| +6% | +$557K | ﹤0.01% | 1437 |
|
|
2016
Q1 | $9.21M | Buy |
178,304
+65,968
| +59% | +$3.17M | ﹤0.01% | 1473 |
|
|
2015
Q4 | $5.23M | Buy |
112,336
+6,767
| +6% | +$342K | ﹤0.01% | 1879 |
|
|
2015
Q3 | $5.36M | Buy |
105,569
+21,478
| +26% | +$1.13M | ﹤0.01% | 1832 |
|
|
2015
Q2 | $4.79M | Sell |
84,091
-719,582
| -90% | -$38.7M | ﹤0.01% | 2021 |
|
|
2015
Q1 | $42.5M | Buy |
803,673
+1,884
| +0.2% | +$97.7K | 0.02% | 880 |
|
|
2014
Q4 | $45.6M | Buy |
801,789
+7,849
| +1% | +$442K | 0.02% | 837 |
|
|
2014
Q3 | $43.3M | Sell |
793,940
-4,518
| -0.6% | -$261K | 0.02% | 859 |
|
|
2014
Q2 | $50.6M | Sell |
798,458
-27,214
| -3% | -$1.62M | 0.02% | 798 |
|
|
2014
Q1 | $53.4M | Buy |
825,672
+5,045
| +0.6% | +$315K | 0.02% | 746 |
|
|
2013
Q4 | $52.8M | Buy |
820,627
+11,445
| +1% | +$695K | 0.02% | 770 |
|
|
2013
Q3 | $44M | Buy |
809,182
+755,171
| +1,398% | +$44M | 0.02% | 824 |
|
|
2013
Q2 | $3.01M | Buy |
+54,011
| New | +$2.75M | ﹤0.01% | 2136 |
|
Other funds holding UMBF
UB
Invesco's UMBF Position: Q2 2026 in Review
Invesco reduced its UMB Financial (UMBF) stake by 26% in Q2 2026, selling an estimated $9.17M and leaving 203,034 shares worth $29M. The position accounts for ﹤0.01% of the portfolio, ranked #1324.
Invesco first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. The position peaked at $54.8M in Q1 2019. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- Invesco held 203,034 shares of UMB Financial worth $29M as of Q2 2026.
- Invesco sold 71,302 UMB Financial shares in Q2 2026, an estimated $9.17M.
- UMB Financial made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #1324 holding.
- Invesco first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
- Invesco's UMB Financial position peaked at $54.8M in Q1 2019.
- 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.