LI
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LRI Investments’s UMB Financial UMBF Stock Holding History

LRI Investments’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 		$5.85K Buy
41
+5
+14% +$643 ﹤0.01% 1115
2026
Q1 		$4.06K Buy
+36
New +$4.33K ﹤0.01% 1144

Other funds holding UMBF

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's UMBF Position: Q2 2026 in Review

LRI Investments increased its UMB Financial (UMBF) stake by 14% in Q2 2026, buying an estimated $643 and bringing the position to 41 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

LRI Investments first reported a position in UMBF in Q1 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • LRI Investments held 41 shares of UMB Financial worth $5.85K as of Q2 2026.
  • LRI Investments bought 5 UMB Financial shares in Q2 2026, an estimated $643.
  • UMB Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1115 holding.
  • LRI Investments first reported a position in UMB Financial in Q1 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.