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 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

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

KLCM Advisors's UMBF Position: Q2 2026 in Review

KLCM Advisors increased its UMB Financial (UMBF) stake by 1.3% in Q2 2026, buying an estimated $7.84K and bringing the position to 4,939 shares worth $705K. The position accounts for 0.06% of the portfolio, ranked #154.

KLCM Advisors first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

KLCM Advisors held 4,939 shares of UMB Financial worth $705K as of Q2 2026.
KLCM Advisors bought 61 UMB Financial shares in Q2 2026, an estimated $7.84K.
UMB Financial made up 0.06% of KLCM Advisors's portfolio in Q2 2026, its #154 holding.
KLCM Advisors first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.