Los Angeles Capital Management’s UMB Financial UMBF Stock Holding History

Los Angeles 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 Q1	$157K	Hold	1,396	–	–	﹤0.01%	1204
2025 Q4	$150K	Buy	+1,396	New	+$158K	﹤0.01%	1319
2023 Q2	–	Sell	-5,025	Closed	-$290K	–	1296
2023 Q1	$290K	Sell	5,025 -3,861	-43%	-$314K	﹤0.01%	1017
2022 Q4	$742K	Sell	8,886 -19,241	-68%	-$1.62M	﹤0.01%	788
2022 Q3	$2.37M	Buy	28,127 +23,044	+453%	+$2.09M	0.01%	468
2022 Q2	$438K	Buy	+5,083	New	+$461K	﹤0.01%	1012
2020 Q4	–	Sell	-6,413	Closed	-$314K	–	1555
2020 Q3	$314K	Hold	6,413	–	–	﹤0.01%	1259
2020 Q2	$331K	Hold	6,413	–	–	﹤0.01%	1259
2020 Q1	$297K	Sell	6,413 -1,030	-14%	-$62.7K	﹤0.01%	1058
2019 Q4	$511K	Hold	7,443	–	–	﹤0.01%	1011
2019 Q3	$481K	Sell	7,443 -100	-1%	-$6.46K	﹤0.01%	1000
2019 Q2	$496K	Buy	+7,543	New	+$497K	﹤0.01%	1045
2013 Q4	–	Sell	-17,365	Closed	-$944K	–	1332
2013 Q3	$944K	Buy	17,365 +3,640	+27%	+$212K	0.01%	692
2013 Q2	$764K	Buy	+13,725	New	+$699K	0.01%	752

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

Los Angeles Capital Management's UMBF Position: Q1 2026 in Review

Los Angeles Capital Management held its UMB Financial (UMBF) position steady in Q1 2026 at 1,396 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Los Angeles Capital Management first reported a position in UMBF in Q2 2013 and has held it in 14 quarters since. The position peaked at $2.37M in Q3 2022. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Los Angeles Capital Management held 1,396 shares of UMB Financial worth $157K as of Q1 2026.
Los Angeles Capital Management left its UMB Financial share count unchanged in Q1 2026.
UMB Financial made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #1204 holding.
Los Angeles Capital Management first reported a position in UMB Financial in Q2 2013 and has held it in 14 quarters since.
Los Angeles Capital Management's UMB Financial position peaked at $2.37M in Q3 2022.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.