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 Q2	$199K	Hold	1,396	–	–	﹤0.01%	1173
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 $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 $3.38T AUM 44.17% 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

Los Angeles Capital Management's UMBF Position: Q2 2026 in Review

Los Angeles Capital Management held its UMB Financial (UMBF) position steady in Q2 2026 at 1,396 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Los Angeles Capital Management first reported a position in UMBF in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.37M in Q3 2022. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Los Angeles Capital Management held 1,396 shares of UMB Financial worth $199K as of Q2 2026.
Los Angeles Capital Management left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q2 2026, its #1173 holding.
Los Angeles Capital Management first reported a position in UMB Financial in Q2 2013 and has held it in 15 quarters since.
Los Angeles Capital Management's UMB Financial position peaked at $2.37M in Q3 2022.
484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Los Angeles Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.