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John Overdeck’s UMB Financial UMBF Stock Holding History

John Overdeck’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 		$7.77M Sell
54,433
-7,402
-12% -$951K 0.01% 1723
2026
Q1 		$6.97M Sell
61,835
-8,095
-12% -$974K 0.01% 1699
2025
Q4 		$8.04M Buy
69,930
+31,230
+81% +$3.54M 0.01% 1275
2025
Q3 		$4.58M Sell
38,700
-83,146
-68% -$9.58M 0.01% 1534
2025
Q2 		$12.8M Sell
121,846
-3,443
-3% -$343K 0.02% 716
2025
Q1 		$12.7M Sell
125,289
-55,543
-31% -$6.12M 0.03% 674
2024
Q4 		$20.4M Sell
180,832
-46,762
-21% -$5.41M 0.04% 468
2024
Q3 		$23.9M Sell
227,594
-38,071
-14% -$3.71M 0.05% 425
2024
Q2 		$22.2M Buy
265,665
+262,881
+9,443% +$21.6M 0.05% 425
2024
Q1 		$242K Buy
2,784
+84
+3% +$6.83K ﹤0.01% 2642
2023
Q4 		$226K Sell
2,700
-5,429
-67% -$382K ﹤0.01% 2791
2023
Q3 		$504K Buy
+8,129
New +$528K ﹤0.01% 2274
2023
Q2 		– Sell
-33,485
Closed -$1.93M – 3269
2023
Q1 		$1.93M Buy
+33,485
New +$2.72M 0.01% 1404
2020
Q3 		– Sell
-4,008
Closed -$207K – 3581
2020
Q2 		$207K Buy
+4,008
New +$196K ﹤0.01% 2616
2018
Q2 		– Sell
-13,845
Closed -$1M – 3669
2018
Q1 		$1M Buy
+13,845
New +$1.04M ﹤0.01% 2007
2017
Q2 		– Sell
-52,994
Closed -$3.99M – 3298
2017
Q1 		$3.99M Buy
+52,994
New +$4.05M 0.01% 1052
2015
Q2 		– Sell
-16,794
Closed -$888K – 3107
2015
Q1 		$888K Buy
+16,794
New +$871K ﹤0.01% 1654
2014
Q4 		– Sell
-4,696
Closed -$256K – 2399
2014
Q3 		$256K Buy
+4,696
New +$271K ﹤0.01% 1524
2014
Q2 		– Sell
-6,574
Closed -$426K – 2367
2014
Q1 		$426K Buy
+6,574
New +$411K ﹤0.01% 1544
2013
Q4 		– Sell
-5,943
Closed -$323K – 2382
2013
Q3 		$323K Sell
5,943
-808
-12% -$47.1K ﹤0.01% 1468
2013
Q2 		$376K Buy
+6,751
New +$344K ﹤0.01% 1532

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

John Overdeck's UMBF Position: Q2 2026 in Review

John Overdeck reduced its UMB Financial (UMBF) stake by 12% in Q2 2026, selling an estimated $951K and leaving 54,433 shares worth $7.77M. The position accounts for 0.01% of the portfolio, ranked #1723.

John Overdeck first reported a position in UMBF in Q2 2013 and has held it in 21 quarters since. The position peaked at $23.9M in Q3 2024. 479 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • John Overdeck held 54,433 shares of UMB Financial worth $7.77M as of Q2 2026.
  • John Overdeck sold 7,402 UMB Financial shares in Q2 2026, an estimated $951K.
  • UMB Financial made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1723 holding.
  • John Overdeck first reported a position in UMB Financial in Q2 2013 and has held it in 21 quarters since.
  • John Overdeck's UMB Financial position peaked at $23.9M in Q3 2024.
  • 479 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.