Luther King Capital Management (LKCM)’s UMB Financial UMBF Stock Holding History

Luther King Capital Management (LKCM)’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	$3.01M	Sell	21,093 -37,973	-64%	-$4.88M	0.01%	319
2026 Q1	$6.66M	Buy	59,066 +3,790	+7%	+$456K	0.03%	218
2025 Q4	$6.36M	Buy	55,276 +2,742	+5%	+$311K	0.03%	226
2025 Q3	$6.22M	Hold	52,534	–	–	0.03%	217
2025 Q2	$5.52M	Sell	52,534 -1,049	-2%	-$105K	0.02%	230
2025 Q1	$5.42M	Buy	53,583 +48	+0.1%	+$5.29K	0.03%	218
2024 Q4	$6.04M	Buy	53,535 +6,419	+14%	+$742K	0.03%	212
2024 Q3	$4.95M	Buy	47,116 +32,820	+230%	+$3.2M	0.02%	229
2024 Q2	$1.19M	Buy	+14,296	New	+$1.17M	0.01%	375
2015 Q4	–	Sell	-80,000	Closed	-$4.07M	–	550
2015 Q3	$4.07M	Buy	+80,000	New	+$4.22M	0.04%	263
2013 Q4	–	Sell	-6,050	Closed	-$329K	–	630
2013 Q3	$329K	Sell	6,050 -2,000	-25%	-$117K	﹤0.01%	592
2013 Q2	$448K	Buy	+8,050	New	+$410K	﹤0.01%	550

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 $3.37T AUM 44.26% 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

Luther King Capital Management (LKCM)'s UMBF Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its UMB Financial (UMBF) stake by 64% in Q2 2026, selling an estimated $4.88M and leaving 21,093 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #319.

Luther King Capital Management (LKCM) first reported a position in UMBF in Q2 2013 and has held it in 12 quarters since. The position peaked at $6.66M in Q1 2026. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Luther King Capital Management (LKCM) held 21,093 shares of UMB Financial worth $3.01M as of Q2 2026.
Luther King Capital Management (LKCM) sold 37,973 UMB Financial shares in Q2 2026, an estimated $4.88M.
UMB Financial made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #319 holding.
Luther King Capital Management (LKCM) first reported a position in UMB Financial in Q2 2013 and has held it in 12 quarters since.
Luther King Capital Management (LKCM)'s UMB Financial position peaked at $6.66M in Q1 2026.
481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.