KCM
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Kennedy Capital Management’s UMB Financial UMBF Stock Holding History

Kennedy Capital Management’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 		$15.9M Buy
111,071
+61,926
+126% +$7.96M 0.28% 115
2026
Q1 		$5.54M Hold
49,145
– – 0.12% 270
2025
Q4 		$5.65M Hold
49,145
– – 0.12% 273
2025
Q3 		$5.82M Buy
49,145
+29,720
+153% +$3.43M 0.13% 267
2025
Q2 		$2.04M Buy
19,425
+5,757
+42% +$574K 0.05% 443
2025
Q1 		$1.38M Buy
+13,668
New +$1.51M 0.03% 475
2024
Q2 		– Sell
-14,201
Closed -$1.24M – 750
2024
Q1 		$1.24M Hold
14,201
– – 0.03% 599
2023
Q4 		$1.19M Buy
+14,201
New +$999K 0.03% 572
2020
Q4 		– Sell
-10,091
Closed -$495K – 703
2020
Q3 		$495K Buy
10,091
+2,086
+26% +$105K 0.01% 592
2020
Q2 		$413K Buy
+8,005
New +$392K 0.01% 613
2015
Q2 		– Sell
-120,525
Closed -$6.38M – 752
2015
Q1 		$6.38M Sell
120,525
-15,111
-11% -$784K 0.11% 334
2014
Q4 		$7.72M Sell
135,636
-42,020
-24% -$2.37M 0.14% 265
2014
Q3 		$9.69M Sell
177,656
-42,272
-19% -$2.44M 0.19% 184
2014
Q2 		$13.9M Sell
219,928
-16,856
-7% -$1M 0.26% 114
2014
Q1 		$15.3M Sell
236,784
-4,384
-2% -$274K 0.29% 89
2013
Q4 		$15.5M Buy
241,168
+789
+0.3% +$47.9K 0.29% 89
2013
Q3 		$13.1M Sell
240,379
-19,260
-7% -$1.12M 0.25% 108
2013
Q2 		$14.5M Buy
+259,639
New +$13.2M 0.29% 85

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

Kennedy Capital Management's UMBF Position: Q2 2026 in Review

Kennedy Capital Management increased its UMB Financial (UMBF) stake by 126% in Q2 2026, buying an estimated $7.96M and bringing the position to 111,071 shares worth $15.9M. The position accounts for 0.28% of the portfolio, ranked #115.

Kennedy Capital Management first reported a position in UMBF in Q2 2013 and has held it in 18 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Kennedy Capital Management held 111,071 shares of UMB Financial worth $15.9M as of Q2 2026.
  • Kennedy Capital Management bought 61,926 UMB Financial shares in Q2 2026, an estimated $7.96M.
  • UMB Financial made up 0.28% of Kennedy Capital Management's portfolio in Q2 2026, its #115 holding.
  • Kennedy Capital Management first reported a position in UMB Financial in Q2 2013 and has held it in 18 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.