MCM
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MAI Capital Management’s UMB Financial UMBF Stock Holding History

MAI 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 		$144K Buy
1,278
+351
+38% +$42.2K ﹤0.01% 1638
2025
Q4 		$107K Sell
927
-43
-4% -$4.87K ﹤0.01% 1608
2025
Q3 		$115K Sell
970
-201
-17% -$23.2K ﹤0.01% 1500
2025
Q2 		$123K Buy
1,171
+400
+52% +$39.9K ﹤0.01% 1393
2025
Q1 		$78K Buy
771
+99
+15% +$10.9K ﹤0.01% 1525
2024
Q4 		$75.9K Buy
+672
New +$77.7K ﹤0.01% 1561

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

MAI Capital Management's UMBF Position: Q1 2026 in Review

MAI Capital Management increased its UMB Financial (UMBF) stake by 38% in Q1 2026, buying an estimated $42.2K and bringing the position to 1,278 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

MAI Capital Management first reported a position in UMBF in Q4 2024 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • MAI Capital Management held 1,278 shares of UMB Financial worth $144K as of Q1 2026.
  • MAI Capital Management bought 351 UMB Financial shares in Q1 2026, an estimated $42.2K.
  • UMB Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1638 holding.
  • MAI Capital Management first reported a position in UMB Financial in Q4 2024 and has held it in 6 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.