KLCM Advisors
UMBF icon

KLCM Advisors’s UMB Financial UMBF Stock Holding History

KLCM Advisors’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
Q3 		$642K Hold
4,939
– – 0.05% 159
2026
Q2 		$705K Buy
4,939
+61
+1% +$7.84K 0.06% 154
2026
Q1 		$550K Hold
4,878
– – 0.05% 161
2025
Q4 		$561K Hold
4,878
– – 0.05% 146
2025
Q3 		$577K Hold
4,878
– – 0.06% 111
2025
Q2 		$513K Hold
4,878
– – 0.05% 114
2025
Q1 		$493K Buy
+4,878
New +$538K 0.06% 109

Other funds holding UMBF

UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

KLCM Advisors's UMBF Position: Q3 2026 in Review

KLCM Advisors held its UMB Financial (UMBF) position steady in Q3 2026 at 4,939 shares worth $642K. The position accounts for 0.05% of the portfolio, ranked #159.

KLCM Advisors first reported a position in UMBF in Q1 2025 and has held it in 7 quarters since. The position peaked at $705K in Q2 2026. 354 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • KLCM Advisors held 4,939 shares of UMB Financial worth $642K as of Q3 2026.
  • KLCM Advisors left its UMB Financial share count unchanged in Q3 2026.
  • UMB Financial made up 0.05% of KLCM Advisors's portfolio in Q3 2026, its #159 holding.
  • KLCM Advisors first reported a position in UMB Financial in Q1 2025 and has held it in 7 quarters since.
  • KLCM Advisors's UMB Financial position peaked at $705K in Q2 2026.
  • 354 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.