Maltese Capital Management’s UMB Financial UMBF Stock Holding History

Maltese 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	$5M	Sell	35,000 -3,886	-10%	-$500K	0.91%	40
2026 Q1	$4.39M	Sell	38,886 -26,114	-40%	-$3.14M	0.86%	43
2025 Q4	$7.48M	Sell	65,000 -6,000	-8%	-$680K	1.33%	27
2025 Q3	$8.4M	Sell	71,000 -24,400	-26%	-$2.81M	1.27%	26
2025 Q2	$10M	Buy	95,400 +400	+0.4%	+$39.9K	1.41%	23
2025 Q1	$9.6M	Buy	95,000 +20,200	+27%	+$2.23M	1.56%	21
2024 Q4	$8.44M	Sell	74,800 -42,600	-36%	-$4.93M	1.29%	28
2024 Q3	$12.3M	Buy	117,400 +44,822	+62%	+$4.37M	1.89%	16
2024 Q2	$6.05M	Buy	+72,578	New	+$5.95M	1.12%	30
2023 Q3	–	Sell	-37,500	Closed	-$2.28M	–	99
2023 Q2	$2.28M	Buy	+37,500	New	+$2.24M	0.79%	49

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

Maltese Capital Management's UMBF Position: Q2 2026 in Review

Maltese Capital Management reduced its UMB Financial (UMBF) stake by 10% in Q2 2026, selling an estimated $500K and leaving 35,000 shares worth $5M. The position accounts for 0.91% of the portfolio, ranked #40.

Maltese Capital Management first reported a position in UMBF in Q2 2023 and has held it in 10 quarters since. The position peaked at $12.3M in Q3 2024. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Maltese Capital Management held 35,000 shares of UMB Financial worth $5M as of Q2 2026.
Maltese Capital Management sold 3,886 UMB Financial shares in Q2 2026, an estimated $500K.
UMB Financial made up 0.91% of Maltese Capital Management's portfolio in Q2 2026, its #40 holding.
Maltese Capital Management first reported a position in UMB Financial in Q2 2023 and has held it in 10 quarters since.
Maltese Capital Management's UMB Financial position peaked at $12.3M in Q3 2024.
481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Maltese Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.