Kornitzer Capital Management’s UMB Financial UMBF Stock Holding History

Kornitzer 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	$400K	Hold	2,800	–	–	0.01%	507
2026 Q1	$316K	Hold	2,800	–	–	0.01%	488
2025 Q4	$322K	Hold	2,800	–	–	0.01%	486
2025 Q3	$331K	Hold	2,800	–	–	0.01%	479
2025 Q2	$294K	Hold	2,800	–	–	0.01%	473
2025 Q1	$283K	Hold	2,800	–	–	0.01%	449
2024 Q4	$316K	Hold	2,800	–	–	0.01%	449
2024 Q3	$294K	Hold	2,800	–	–	0.01%	454
2024 Q2	$234K	Hold	2,800	–	–	﹤0.01%	461
2024 Q1	$244K	Sell	2,800 -20	-0.7%	-$1.63K	﹤0.01%	459
2023 Q4	$236K	Buy	+2,820	New	+$198K	﹤0.01%	456
2023 Q1	–	Sell	-2,830	Closed	-$236K	–	503
2022 Q4	$236K	Sell	2,830 -200	-7%	-$16.8K	﹤0.01%	490
2022 Q3	$255K	Hold	3,030	–	–	0.01%	492
2022 Q2	$261K	Sell	3,030 -200	-6%	-$18.1K	0.01%	494
2022 Q1	$314K	Hold	3,230	–	–	0.01%	497
2021 Q4	$343K	Sell	3,230 -100	-3%	-$10.3K	0.01%	504
2021 Q3	$322K	Sell	3,330 -800	-19%	-$73K	﹤0.01%	515
2021 Q2	$384K	Sell	4,130 -1,110	-21%	-$105K	0.01%	500
2021 Q1	$484K	Buy	+5,240	New	+$433K	0.01%	467
2018 Q3	–	Sell	-2,630	Closed	-$200K	–	489
2018 Q2	$200K	Buy	+2,630	New	+$202K	﹤0.01%	459
2017 Q1	–	Sell	-2,630	Closed	-$203K	–	483
2016 Q4	$203K	Buy	+2,630	New	+$183K	﹤0.01%	457

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

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

Kornitzer Capital Management held its UMB Financial (UMBF) position steady in Q2 2026 at 2,800 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #507.

Kornitzer Capital Management first reported a position in UMBF in Q4 2016 and has held it in 21 quarters since. The position peaked at $484K in Q1 2021. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Kornitzer Capital Management held 2,800 shares of UMB Financial worth $400K as of Q2 2026.
Kornitzer Capital Management left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up 0.01% of Kornitzer Capital Management's portfolio in Q2 2026, its #507 holding.
Kornitzer Capital Management first reported a position in UMB Financial in Q4 2016 and has held it in 21 quarters since.
Kornitzer Capital Management's UMB Financial position peaked at $484K in Q1 2021.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Kornitzer Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.