Koesten Hirschmann & Crabtree’s UMB Financial UMBF Stock Holding History

Koesten Hirschmann & Crabtree’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	$484K	Hold	3,387	–	–	0.2%	25
2026 Q1	$382K	Hold	3,387	–	–	0.19%	27
2025 Q4	$390K	Hold	3,387	–	–	0.19%	28
2025 Q3	$401K	Hold	3,387	–	–	0.19%	24
2025 Q2	$356K	Hold	3,387	–	–	0.18%	23
2025 Q1	$342K	Hold	3,387	–	–	0.2%	25
2024 Q4	$382K	Hold	3,387	–	–	0.22%	25
2024 Q3	$356K	Hold	3,387	–	–	0.21%	23
2024 Q2	$295K	Hold	3,387	–	–	0.19%	25
2024 Q1	$295K	Hold	3,387	–	–	0.19%	25
2023 Q4	$283K	Hold	3,387	–	–	0.2%	24
2023 Q3	$210K	Hold	3,387	–	–	0.16%	22
2023 Q2	$206K	Hold	3,387	–	–	0.16%	25
2023 Q1	$195K	Hold	3,387	–	–	0.15%	26
2022 Q4	$283K	Buy	+3,387	New	+$285K	0.23%	23

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Koesten Hirschmann & Crabtree's UMBF Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree held its UMB Financial (UMBF) position steady in Q2 2026 at 3,387 shares worth $484K. The position accounts for 0.2% of the portfolio, ranked #25.

Koesten Hirschmann & Crabtree first reported a position in UMBF in Q4 2022 and has held it in 15 quarters since. 100 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Koesten Hirschmann & Crabtree held 3,387 shares of UMB Financial worth $484K as of Q2 2026.
Koesten Hirschmann & Crabtree left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up 0.2% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #25 holding.
Koesten Hirschmann & Crabtree first reported a position in UMB Financial in Q4 2022 and has held it in 15 quarters since.
100 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.