L. Roy Papp & Associates’s UMB Financial UMBF Stock Holding History

L. Roy Papp & Associates’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	$440K	Sell	3,900 -130	-3%	-$15.6K	0.05%	139
2025 Q4	$464K	Hold	4,030	–	–	0.05%	136
2025 Q3	$477K	Hold	4,030	–	–	0.05%	130
2025 Q2	$424K	Hold	4,030	–	–	0.05%	134
2025 Q1	$407K	Hold	4,030	–	–	0.05%	136
2024 Q4	$455K	Hold	4,030	–	–	0.05%	131
2024 Q3	$424K	Hold	4,030	–	–	0.05%	133
2024 Q2	$336K	Sell	4,030 -325	-7%	-$26.7K	0.04%	138
2024 Q1	$379K	Hold	4,355	–	–	0.05%	135
2023 Q4	$364K	Sell	4,355 -130	-3%	-$9.14K	0.05%	135
2023 Q3	$278K	Hold	4,485	–	–	0.04%	143
2023 Q2	$273K	Hold	4,485	–	–	0.04%	149
2023 Q1	$259K	Hold	4,485	–	–	0.04%	153
2022 Q4	$375K	Hold	4,485	–	–	0.05%	134
2022 Q3	$378K	Hold	4,485	–	–	0.06%	128
2022 Q2	$386K	Hold	4,485	–	–	0.06%	132
2022 Q1	$436K	Hold	4,485	–	–	0.05%	133
2021 Q4	$476K	Hold	4,485	–	–	0.05%	130
2021 Q3	$434K	Sell	4,485 -300	-6%	-$27.4K	0.06%	137
2021 Q2	$445K	Hold	4,785	–	–	0.06%	136
2021 Q1	$442K	Hold	4,785	–	–	0.06%	127
2020 Q4	$330K	Hold	4,785	–	–	0.04%	150
2020 Q3	$235K	Sell	4,785 -105	-2%	-$5.3K	0.03%	162
2020 Q2	$252K	Sell	4,890 -35	-0.7%	-$1.72K	0.04%	146
2020 Q1	$228K	Sell	4,925 -1,765	-26%	-$107K	0.04%	141
2019 Q4	$459K	Sell	6,690 -384	-5%	-$25.5K	0.07%	135
2019 Q3	$457K	Buy	7,074 +735	+12%	+$47.5K	0.07%	125
2019 Q2	$417K	Sell	6,339 -16,669	-72%	-$1.1M	0.07%	131
2019 Q1	$1.47M	Sell	23,008 -1,100	-5%	-$72.7K	0.27%	73
2018 Q4	$1.47M	Sell	24,108 -2,814	-10%	-$182K	0.31%	65
2018 Q3	$1.91M	Buy	26,922 +9,934	+58%	+$746K	0.34%	63
2018 Q2	$1.29M	Buy	16,988 +7,209	+74%	+$554K	0.24%	74
2018 Q1	$708K	Buy	9,779 +65	+0.7%	+$4.87K	0.14%	99
2017 Q4	$699K	Buy	+9,714	New	+$714K	0.14%	99
2016 Q1	–	Sell	-30,517	Closed	-$1.42M	–	153
2015 Q4	$1.42M	Hold	30,517	–	–	0.35%	62
2015 Q3	$1.55M	Hold	30,517	–	–	0.38%	57
2015 Q2	$1.74M	Buy	30,517 +300	+1%	+$16.1K	0.4%	58
2015 Q1	$1.6M	Sell	30,217 -161	-0.5%	-$8.35K	0.35%	59
2014 Q4	$1.73M	Buy	30,378 +1,333	+5%	+$75.1K	0.38%	57
2014 Q3	$1.58M	Buy	29,045 +5,100	+21%	+$294K	0.37%	56
2014 Q2	$1.52M	Buy	23,945 +7,741	+48%	+$462K	0.34%	61
2014 Q1	$1.05M	Buy	16,204 +3,634	+29%	+$227K	0.24%	80
2013 Q4	$808K	Buy	12,570 +5,550	+79%	+$337K	0.17%	82
2013 Q3	$381K	Buy	+7,020	New	+$409K	0.09%	109

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

L. Roy Papp & Associates's UMBF Position: Q1 2026 in Review

L. Roy Papp & Associates reduced its UMB Financial (UMBF) stake by 3.2% in Q1 2026, selling an estimated $15.6K and leaving 3,900 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #139.

L. Roy Papp & Associates first reported a position in UMBF in Q3 2013 and has held it in 44 quarters since. The position peaked at $1.91M in Q3 2018. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

L. Roy Papp & Associates held 3,900 shares of UMB Financial worth $440K as of Q1 2026.
L. Roy Papp & Associates sold 130 UMB Financial shares in Q1 2026, an estimated $15.6K.
UMB Financial made up 0.05% of L. Roy Papp & Associates's portfolio in Q1 2026, its #139 holding.
L. Roy Papp & Associates first reported a position in UMB Financial in Q3 2013 and has held it in 44 quarters since.
L. Roy Papp & Associates's UMB Financial position peaked at $1.91M in Q3 2018.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on L. Roy Papp & Associates's 13F filing for Q1 2026, filed 14 Apr 2026.