Ken Fisher’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.3M | Sell |
242,438
-24,313
| -9% | -$2.93M | 0.01% | 295 |
|
|
2025
Q4 | $30.7M | Sell |
266,751
-19,930
| -7% | -$2.26M | 0.01% | 279 |
|
|
2025
Q3 | $33.9M | Buy |
286,681
+4,420
| +2% | +$509K | 0.01% | 267 |
|
|
2025
Q2 | $29.7M | Sell |
282,261
-8,959
| -3% | -$893K | 0.01% | 268 |
|
|
2025
Q1 | $29.4M | Buy |
291,220
+894
| +0.3% | +$98.6K | 0.01% | 275 |
|
|
2024
Q4 | $32.8M | Buy |
290,326
+29,516
| +11% | +$3.41M | 0.01% | 278 |
|
|
2024
Q3 | $27.4M | Sell |
260,810
-6,761
| -3% | -$659K | 0.01% | 301 |
|
|
2024
Q2 | $22.3M | Sell |
267,571
-139,956
| -34% | -$11.5M | 0.01% | 324 |
|
|
2024
Q1 | $35.5M | Sell |
407,527
-72,178
| -15% | -$5.87M | 0.02% | 259 |
|
|
2023
Q4 | $40.1M | Sell |
479,705
-114,063
| -19% | -$8.02M | 0.02% | 242 |
|
|
2023
Q3 | $36.8M | Buy |
593,768
+253,402
| +74% | +$16.5M | 0.02% | 278 |
|
|
2023
Q2 | $20.7M | Buy |
340,366
+9,057
| +3% | +$540K | 0.01% | 367 |
|
|
2023
Q1 | $19.2M | Sell |
331,309
-9,506
| -3% | -$773K | 0.01% | 372 |
|
|
2022
Q4 | $28.5M | Sell |
340,815
-6,254
| -2% | -$525K | 0.02% | 310 |
|
|
2022
Q3 | $29.3M | Sell |
347,069
-3,835
| -1% | -$347K | 0.02% | 298 |
|
|
2022
Q2 | $30.2M | Buy |
350,904
+99,155
| +39% | +$8.99M | 0.02% | 272 |
|
|
2022
Q1 | $24.5M | Buy |
251,749
+22,714
| +10% | +$2.32M | 0.01% | 301 |
|
|
2021
Q4 | $24.3M | Sell |
229,035
-2,958
| -1% | -$305K | 0.01% | 301 |
|
|
2021
Q3 | $22.4M | Sell |
231,993
-10,792
| -4% | -$984K | 0.01% | 306 |
|
|
2021
Q2 | $22.6M | Sell |
242,785
-13,876
| -5% | -$1.32M | 0.01% | 305 |
|
|
2021
Q1 | $23.7M | Sell |
256,661
-12,748
| -5% | -$1.05M | 0.02% | 294 |
|
|
2020
Q4 | $18.6M | Sell |
269,409
-1,409
| -0.5% | -$90.4K | 0.01% | 309 |
|
|
2020
Q3 | $13.3M | Sell |
270,818
-6,708
| -2% | -$339K | 0.01% | 317 |
|
|
2020
Q2 | $14.3M | Sell |
277,526
-10,925
| -4% | -$536K | 0.01% | 305 |
|
|
2020
Q1 | $13.4M | Buy |
288,451
+285
| +0.1% | +$17.3K | 0.02% | 275 |
|
|
2019
Q4 | $19.8M | Sell |
288,166
-38,630
| -12% | -$2.56M | 0.02% | 279 |
|
|
2019
Q3 | $21.1M | Sell |
326,796
-2,920
| -0.9% | -$189K | 0.02% | 284 |
|
|
2019
Q2 | $21.7M | Sell |
329,716
-3,080
| -0.9% | -$203K | 0.02% | 287 |
|
|
2019
Q1 | $21.3M | Sell |
332,796
-42,804
| -11% | -$2.83M | 0.03% | 284 |
|
|
2018
Q4 | $22.9M | Sell |
375,600
-154,056
| -29% | -$9.99M | 0.03% | 266 |
|
|
2018
Q3 | $37.6M | Sell |
529,656
-78,540
| -13% | -$5.9M | 0.05% | 229 |
|
|
2018
Q2 | $46.4M | Sell |
608,196
-36,731
| -6% | -$2.82M | 0.06% | 212 |
|
|
2018
Q1 | $46.7M | Sell |
644,927
-9,625
| -1% | -$721K | 0.06% | 204 |
|
|
2017
Q4 | $47.1M | Sell |
654,552
-19,485
| -3% | -$1.43M | 0.06% | 208 |
|
|
2017
Q3 | $50.2M | Sell |
674,037
-5,486
| -0.8% | -$384K | 0.07% | 191 |
|
|
2017
Q2 | $50.9M | Sell |
679,523
-16,840
| -2% | -$1.23M | 0.08% | 187 |
|
|
2017
Q1 | $52.4M | Sell |
696,363
-22,784
| -3% | -$1.74M | 0.08% | 167 |
|
|
2016
Q4 | $55.5M | Sell |
719,147
-22,112
| -3% | -$1.54M | 0.1% | 156 |
|
|
2016
Q3 | $44.1M | Buy |
741,259
+3,757
| +0.5% | +$215K | 0.08% | 169 |
|
|
2016
Q2 | $40M | Buy |
737,502
+1,185
| +0.2% | +$64.4K | 0.07% | 175 |
|
|
2016
Q1 | $37.8M | Sell |
736,317
-12,666
| -2% | -$609K | 0.07% | 171 |
|
|
2015
Q4 | $34.9M | Buy |
748,983
+1,136
| +0.2% | +$57.3K | 0.07% | 189 |
|
|
2015
Q3 | $38M | Sell |
747,847
-21,483
| -3% | -$1.13M | 0.08% | 170 |
|
|
2015
Q2 | $43.9M | Sell |
769,330
-10,950
| -1% | -$589K | 0.09% | 172 |
|
|
2015
Q1 | $41.3M | Sell |
780,280
-5,550
| -0.7% | -$288K | 0.08% | 177 |
|
|
2014
Q4 | $44.7M | Sell |
785,830
-10,445
| -1% | -$588K | 0.09% | 161 |
|
|
2014
Q3 | $43.4M | Buy |
796,275
+193,060
| +32% | +$11.1M | 0.09% | 153 |
|
|
2014
Q2 | $38.2M | Buy |
+603,215
| New | +$36M | 0.08% | 176 |
|
Other funds holding UMBF
UB
VPM
VCM
Ken Fisher's UMBF Position: Q1 2026 in Review
Ken Fisher reduced its UMB Financial (UMBF) stake by 9.1% in Q1 2026, selling an estimated $2.93M and leaving 242,438 shares worth $27.3M. The position accounts for 0.01% of the portfolio, ranked #295.
Ken Fisher first reported a position in UMBF in Q2 2014 and has held it in 48 quarters since. The position peaked at $55.5M in Q4 2016. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.
- Ken Fisher held 242,438 shares of UMB Financial worth $27.3M as of Q1 2026.
- Ken Fisher sold 24,313 UMB Financial shares in Q1 2026, an estimated $2.93M.
- UMB Financial made up 0.01% of Ken Fisher's portfolio in Q1 2026, its #295 holding.
- Ken Fisher first reported a position in UMB Financial in Q2 2014 and has held it in 48 quarters since.
- Ken Fisher's UMB Financial position peaked at $55.5M in Q4 2016.
- 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.
Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.