Karl Kapital’s UMB Financial UMBF Stock Holding History

Karl Kapital’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	$7.43M	Sell	52,019 -10,295	-17%	-$1.32M	4.42%	7
2026 Q1	$7.03M	Buy	62,314 +10,586	+20%	+$1.27M	4.87%	7
2025 Q4	$5.95M	Buy	+51,728	New	+$5.86M	5.28%	9

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

Karl Kapital's UMBF Position: Q2 2026 in Review

Karl Kapital reduced its UMB Financial (UMBF) stake by 17% in Q2 2026, selling an estimated $1.32M and leaving 52,019 shares worth $7.43M. The position accounts for 4.42% of the portfolio, ranked #7.

Karl Kapital first reported a position in UMBF in Q4 2025 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Karl Kapital held 52,019 shares of UMB Financial worth $7.43M as of Q2 2026.
Karl Kapital sold 10,295 UMB Financial shares in Q2 2026, an estimated $1.32M.
UMB Financial made up 4.42% of Karl Kapital's portfolio in Q2 2026, its #7 holding.
Karl Kapital first reported a position in UMB Financial in Q4 2025 and has held it in 3 quarters since.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Karl Kapital's 13F filing for Q2 2026, filed 14 Aug 2026.