Mackenzie Financial
UMBF icon

Mackenzie Financial’s UMB Financial UMBF Stock Holding History

Mackenzie Financial’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 		$1.92M Buy
13,484
+11,153
+478% +$1.43M ﹤0.01% 1062
2026
Q1 		$263K Sell
2,331
-2,225
-49% -$268K ﹤0.01% 1324
2025
Q4 		$531K Buy
+4,556
New +$516K ﹤0.01% 1207
2025
Q1 		– Sell
-2,869
Closed -$324K – 1804
2024
Q4 		$324K Hold
2,869
– – ﹤0.01% 1350
2024
Q3 		$302K Sell
2,869
-2,706
-49% -$264K ﹤0.01% 1188
2024
Q2 		$465K Buy
5,575
+2,846
+104% +$233K ﹤0.01% 1036
2024
Q1 		$237K Hold
2,729
– – ﹤0.01% 1278
2023
Q4 		$228K Buy
+2,729
New +$192K ﹤0.01% 1271
2023
Q1 		– Sell
-2,977
Closed -$249K – 1615
2022
Q4 		$249K Sell
2,977
-62,261
-95% -$5.23M ﹤0.01% 1150
2022
Q3 		$5.5M Buy
65,238
+3,048
+5% +$276K 0.01% 514
2022
Q2 		$5.36M Buy
62,190
+2,120
+4% +$192K 0.01% 529
2022
Q1 		$5.84M Buy
60,070
+57,720
+2,456% +$5.89M 0.01% 548
2021
Q4 		$249K Sell
2,350
-215
-8% -$22.2K ﹤0.01% 1234
2021
Q3 		$248K Buy
+2,565
New +$234K ﹤0.01% 1218

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

Mackenzie Financial's UMBF Position: Q2 2026 in Review

Mackenzie Financial increased its UMB Financial (UMBF) stake by 478% in Q2 2026, buying an estimated $1.43M and bringing the position to 13,484 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Mackenzie Financial first reported a position in UMBF in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.84M in Q1 2022. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Mackenzie Financial held 13,484 shares of UMB Financial worth $1.92M as of Q2 2026.
  • Mackenzie Financial bought 11,153 UMB Financial shares in Q2 2026, an estimated $1.43M.
  • UMB Financial made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1062 holding.
  • Mackenzie Financial first reported a position in UMB Financial in Q3 2021 and has held it in 14 quarters since.
  • Mackenzie Financial's UMB Financial position peaked at $5.84M in Q1 2022.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.