Kavar Capital Partners Group’s UMB Financial UMBF Stock Holding History

Kavar Capital Partners Group’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	$1.03M	Sell	7,220 -182	-2%	-$23.4K	0.13%	99
2026 Q1	$835K	Hold	7,402	–	–	0.1%	111
2025 Q4	$852K	Hold	7,402	–	–	0.12%	102
2025 Q3	$876K	Hold	7,402	–	–	0.12%	104
2025 Q2	$778K	Hold	7,402	–	–	0.11%	109
2025 Q1	$748K	Hold	7,402	–	–	0.12%	102
2024 Q4	$835K	Hold	7,402	–	–	0.14%	100
2024 Q3	$778K	Hold	7,402	–	–	0.12%	103
2024 Q2	$617K	Sell	7,402 -203	-3%	-$16.6K	0.11%	104
2024 Q1	$662K	Buy	7,605 +303	+4%	+$24.6K	0.12%	96
2023 Q4	$610K	Hold	7,302	–	–	0.07%	123
2023 Q3	$453K	Buy	7,302 +200	+3%	+$13K	0.1%	114
2023 Q2	$433K	Hold	7,102	–	–	0.09%	107
2023 Q1	$410K	Hold	7,102	–	–	0.09%	111
2022 Q4	$593K	Hold	7,102	–	–	0.14%	90
2022 Q3	$599K	Hold	7,102	–	–	0.15%	92
2022 Q2	$611K	Hold	7,102	–	–	0.14%	99
2022 Q1	$690K	Hold	7,102	–	–	0.15%	98
2021 Q4	$754K	Hold	7,102	–	–	0.16%	94
2021 Q3	$687K	Buy	+7,102	New	+$648K	0.16%	101
2019 Q3	–	Sell	-1,244	Closed	-$82K	–	427
2019 Q2	$82K	Buy	+1,244	New	+$82K	0.03%	178
2018 Q3	–	Sell	-500	Closed	-$38K	–	356
2018 Q2	$38K	Hold	500	–	–	0.02%	206
2018 Q1	$36K	Buy	+500	New	+$37.5K	0.02%	213
2016 Q1	–	Sell	-1,000	Closed	-$46K	–	371
2015 Q4	$46K	Hold	1,000	–	–	0.03%	177
2015 Q3	$50K	Hold	1,000	–	–	0.04%	171
2015 Q2	$57K	Buy	+1,000	New	+$53.7K	0.04%	173
2014 Q2	–	Sell	-1,500	Closed	-$97K	–	419
2014 Q1	$97K	Hold	1,500	–	–	0.08%	157
2013 Q4	$96K	Buy	+1,500	New	+$91.1K	0.09%	154

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 $3.38T AUM 44.17% 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

Kavar Capital Partners Group's UMBF Position: Q2 2026 in Review

Kavar Capital Partners Group reduced its UMB Financial (UMBF) stake by 2.5% in Q2 2026, selling an estimated $23.4K and leaving 7,220 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #99.

Kavar Capital Partners Group first reported a position in UMBF in Q4 2013 and has held it in 28 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Kavar Capital Partners Group held 7,220 shares of UMB Financial worth $1.03M as of Q2 2026.
Kavar Capital Partners Group sold 182 UMB Financial shares in Q2 2026, an estimated $23.4K.
UMB Financial made up 0.13% of Kavar Capital Partners Group's portfolio in Q2 2026, its #99 holding.
Kavar Capital Partners Group first reported a position in UMB Financial in Q4 2013 and has held it in 28 quarters since.
484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.