Legal & General Group
UMBF icon

Legal & General Group’s UMB Financial UMBF Stock Holding History

Legal & General Group’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 		$13.7M Sell
95,737
-1,507
-2% -$194K ﹤0.01% 1024
2026
Q1 		$11M Sell
97,244
-16,433
-14% -$1.98M ﹤0.01% 1074
2025
Q4 		$13.1M Sell
113,677
-19,204
-14% -$2.18M ﹤0.01% 1018
2025
Q3 		$15.7M Sell
132,881
-6,713
-5% -$774K ﹤0.01% 968
2025
Q2 		$14.7M Buy
139,594
+1,235
+0.9% +$123K ﹤0.01% 992
2025
Q1 		$14M Buy
138,359
+44,632
+48% +$4.92M ﹤0.01% 965
2024
Q4 		$10.6M Buy
93,727
+2,929
+3% +$339K ﹤0.01% 1132
2024
Q3 		$9.54M Buy
90,798
+2,195
+2% +$214K ﹤0.01% 1199
2024
Q2 		$7.39M Sell
88,603
-4,934
-5% -$405K ﹤0.01% 1307
2024
Q1 		$8.14M Sell
93,537
-9,154
-9% -$744K ﹤0.01% 1254
2023
Q4 		$8.58M Sell
102,691
-3,190
-3% -$224K ﹤0.01% 1218
2023
Q3 		$6.57M Buy
105,881
+2,089
+2% +$136K ﹤0.01% 1286
2023
Q2 		$6.32M Buy
103,792
+4,356
+4% +$260K ﹤0.01% 1326
2023
Q1 		$5.74M Buy
99,436
+2,978
+3% +$242K ﹤0.01% 1346
2022
Q4 		$8.06M Sell
96,458
-333
-0.3% -$28K ﹤0.01% 1161
2022
Q3 		$8.16M Sell
96,791
-5,933
-6% -$537K ﹤0.01% 1130
2022
Q2 		$8.85M Sell
102,724
-2,306
-2% -$209K ﹤0.01% 1125
2022
Q1 		$10.2M Sell
105,030
-246
-0.2% -$25.1K ﹤0.01% 1149
2021
Q4 		$11.2M Buy
105,276
+3,596
+4% +$371K ﹤0.01% 1147
2021
Q3 		$9.83M Buy
101,680
+981
+1% +$89.5K ﹤0.01% 1188
2021
Q2 		$9.37M Buy
100,699
+13,460
+15% +$1.28M ﹤0.01% 1195
2021
Q1 		$8.05M Buy
87,239
+1,996
+2% +$165K ﹤0.01% 1335
2020
Q4 		$5.88M Buy
85,243
+17,531
+26% +$1.12M ﹤0.01% 1388
2020
Q3 		$3.32M Buy
67,712
+2,001
+3% +$101K ﹤0.01% 1539
2020
Q2 		$3.39M Buy
65,711
+3,485
+6% +$171K ﹤0.01% 1491
2020
Q1 		$2.89M Sell
62,226
-683
-1% -$41.5K ﹤0.01% 1413
2019
Q4 		$4.32M Buy
62,909
+667
+1% +$44.3K ﹤0.01% 1446
2019
Q3 		$4.02M Buy
62,242
+1,286
+2% +$83.1K ﹤0.01% 1404
2019
Q2 		$4.01M Sell
60,956
-1,670
-3% -$110K ﹤0.01% 1378
2019
Q1 		$4.01M Buy
62,626
+5,361
+9% +$354K ﹤0.01% 1337
2018
Q4 		$3.49M Buy
57,265
+2,513
+5% +$163K ﹤0.01% 1279
2018
Q3 		$3.88M Buy
54,752
+748
+1% +$56.2K ﹤0.01% 1337
2018
Q2 		$4.12M Sell
54,004
-1,087
-2% -$83.6K ﹤0.01% 1245
2018
Q1 		$3.99M Buy
55,091
+2,076
+4% +$156K ﹤0.01% 1214
2017
Q4 		$3.82M Buy
53,015
+1,433
+3% +$105K ﹤0.01% 1242
2017
Q3 		$3.84M Buy
51,582
+4,061
+9% +$284K ﹤0.01% 1197
2017
Q2 		$3.56M Buy
47,521
+7,437
+19% +$544K ﹤0.01% 1180
2017
Q1 		$3.02M Buy
40,084
+6,785
+20% +$519K ﹤0.01% 1233
2016
Q4 		$2.57M Sell
33,299
-9,355
-22% -$650K ﹤0.01% 1236
2016
Q3 		$2.53M Buy
42,654
+30,766
+259% +$1.76M ﹤0.01% 939
2016
Q2 		$624K Buy
11,888
+3,042
+34% +$165K ﹤0.01% 1280
2016
Q1 		$462K Buy
8,846
+1,191
+16% +$57.2K ﹤0.01% 1341
2015
Q4 		$361K Hold
7,655
– – ﹤0.01% 1458
2015
Q3 		$387K Buy
7,655
+406
+6% +$21.4K ﹤0.01% 1371
2015
Q2 		$411K Buy
7,249
+722
+11% +$38.8K ﹤0.01% 1384
2015
Q1 		$348K Buy
6,527
+1,058
+19% +$54.9K ﹤0.01% 1411
2014
Q4 		$315K Sell
5,469
-157
-3% -$8.85K ﹤0.01% 1363
2014
Q3 		$310K Buy
+5,626
New +$325K ﹤0.01% 1315

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Legal & General Group's UMBF Position: Q2 2026 in Review

Legal & General Group reduced its UMB Financial (UMBF) stake by 1.5% in Q2 2026, selling an estimated $194K and leaving 95,737 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Legal & General Group first reported a position in UMBF in Q3 2014 and has held it in 48 quarters since. The position peaked at $15.7M in Q3 2025. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Legal & General Group held 95,737 shares of UMB Financial worth $13.7M as of Q2 2026.
  • Legal & General Group sold 1,507 UMB Financial shares in Q2 2026, an estimated $194K.
  • UMB Financial made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #1024 holding.
  • Legal & General Group first reported a position in UMB Financial in Q3 2014 and has held it in 48 quarters since.
  • Legal & General Group's UMB Financial position peaked at $15.7M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.