iSAM Funds (UK)’s UMB Financial UMBF Stock Holding History

iSAM Funds (UK)’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	–	Sell	-4,862	Closed	-$548K	–	425
2026 Q1	$548K	Buy	+4,862	New	+$585K	0.27%	125
2025 Q3	–	Sell	-16,850	Closed	-$1.77M	–	824
2025 Q2	$1.77M	Buy	+16,850	New	+$1.68M	0.39%	86

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

iSAM Funds (UK)'s UMBF Position: Q2 2026 in Review

iSAM Funds (UK) sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 4,862 shares — an estimated $548K sold.

iSAM Funds (UK) first reported a position in UMBF in Q2 2025 and held it in 2 quarters. The position peaked at $1.77M in Q2 2025. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

iSAM Funds (UK) reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
iSAM Funds (UK) sold 4,862 UMB Financial shares in Q2 2026, an estimated $548K.
iSAM Funds (UK) first reported a position in UMB Financial in Q2 2025 and held it in 2 quarters.
iSAM Funds (UK)'s UMB Financial position peaked at $1.77M in Q2 2025.
481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.