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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KLCM Advisors's UMBF Position: Q1 2026 in Review

KLCM Advisors held its UMB Financial (UMBF) position steady in Q1 2026 at 4,878 shares worth $550K. The position accounts for 0.05% of the portfolio, ranked #161.

KLCM Advisors first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $577K in Q3 2025. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • KLCM Advisors held 4,878 shares of UMB Financial worth $550K as of Q1 2026.
  • KLCM Advisors left its UMB Financial share count unchanged in Q1 2026.
  • UMB Financial made up 0.05% of KLCM Advisors's portfolio in Q1 2026, its #161 holding.
  • KLCM Advisors first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • KLCM Advisors's UMB Financial position peaked at $577K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.