JY
UMBF icon

Jeff Yass’s UMB Financial UMBF Stock Holding History

Jeff Yass’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
2024
Q2 		– Sell
-3,200
Closed -$278K – 13284
2024
Q1 		$278K Buy
+3,200
New +$260K ﹤0.01% 9872
2023
Q4 		– Sell
-3,600
Closed -$223K – 13339
2023
Q3 		$223K Sell
3,600
-2,800
-44% -$182K ﹤0.01% 9995
2023
Q2 		$390K Sell
6,400
-19,700
-75% -$1.18M ﹤0.01% 8891
2023
Q1 		$1.51M Buy
+26,100
New +$2.12M ﹤0.01% 5787
2022
Q1 		– Sell
-4,700
Closed -$499K – 14019
2021
Q4 		$499K Buy
+4,700
New +$485K ﹤0.01% 9228
2018
Q2 		– Sell
-3,700
Closed -$268K – 10461
2018
Q1 		$268K Buy
+3,700
New +$277K ﹤0.01% 7811
2015
Q3 		– Sell
-7,400
Closed -$422K – 10225
2015
Q2 		$422K Buy
7,400
+1,700
+30% +$91.4K ﹤0.01% 7944
2015
Q1 		$301K Buy
+5,700
New +$296K ﹤0.01% 7971
2014
Q4 		– Sell
-5,000
Closed -$273K – 10121
2014
Q3 		$273K Buy
+5,000
New +$289K ﹤0.01% 8167
2014
Q1 		– Sell
-3,200
Closed -$206K – 9464
2013
Q4 		$206K Sell
3,200
-800
-20% -$48.6K ﹤0.01% 8225
2013
Q3 		$217K Buy
+4,000
New +$233K ﹤0.01% 7658

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

Jeff Yass's UMBF Position: Q2 2026 in Review

Jeff Yass reduced its UMB Financial (UMBF) stake by 87% in Q2 2026, selling an estimated $6.01M and leaving 7,284 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #8104.

Jeff Yass first reported a position in UMBF in Q2 2013 and has held it in 47 quarters since. The position peaked at $12.9M in Q2 2025. 479 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Jeff Yass held 7,284 shares of UMB Financial worth $1.04M as of Q2 2026.
  • Jeff Yass sold 46,730 UMB Financial shares in Q2 2026, an estimated $6.01M.
  • UMB Financial made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8104 holding.
  • Jeff Yass first reported a position in UMB Financial in Q2 2013 and has held it in 47 quarters since.
  • Jeff Yass's UMB Financial position peaked at $12.9M in Q2 2025.
  • 479 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.