MCM
UMBF icon

Manchester Capital Management’s UMB Financial UMBF Stock Holding History

Manchester 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 		$5.14K Hold
36
– – ﹤0.01% 892
2026
Q1 		$4.06K Hold
36
– – ﹤0.01% 913
2025
Q4 		$4.14K Hold
36
– – ﹤0.01% 912
2025
Q3 		$4.26K Hold
36
– – ﹤0.01% 980
2025
Q2 		$3.79K Hold
36
– – ﹤0.01% 940
2025
Q1 		$3.64K Hold
36
– – ﹤0.01% 943
2024
Q4 		$4.06K Hold
36
– – ﹤0.01% 922
2024
Q3 		$3.78K Hold
36
– – ﹤0.01% 925
2024
Q2 		$3K Hold
36
– – ﹤0.01% 913
2024
Q1 		$3.13K Hold
36
– – ﹤0.01% 793
2023
Q4 		$3.01K Hold
36
– – ﹤0.01% 767
2023
Q3 		$2.23K Hold
36
– – ﹤0.01% 756
2023
Q2 		$2.19K Sell
36
-2,643
-99% -$158K ﹤0.01% 729
2023
Q1 		$155K Buy
2,679
+36
+1% +$2.93K 0.02% 316
2022
Q4 		$221K Buy
+2,643
New +$222K 0.03% 235
2022
Q2 		– Sell
-32
Closed -$3K – 1160
2022
Q1 		$3K Sell
32
-17
-35% -$1.74K ﹤0.01% 779
2021
Q4 		$5K Buy
49
+34
+227% +$3.51K ﹤0.01% 688
2021
Q3 		$1K Buy
+15
New +$1.37K ﹤0.01% 1007
2019
Q2 		– Sell
-523
Closed -$33K – 645
2019
Q1 		$33K Buy
+523
New +$34.6K ﹤0.01% 467
2016
Q1 		– Sell
-1,675
Closed -$78K – 671
2015
Q4 		$78K Hold
1,675
– – 0.01% 358
2015
Q3 		$85K Buy
+1,675
New +$88.4K 0.01% 321
2015
Q1 		– Sell
-3,245
Closed -$185K – 876
2014
Q4 		$185K Sell
3,245
-1,675
-34% -$94.4K 0.02% 386
2014
Q3 		$268K Sell
4,920
-550
-10% -$31.7K 0.04% 276
2014
Q2 		$347K Sell
5,470
-100
-2% -$5.96K 0.05% 232
2014
Q1 		$360K Buy
5,570
+1,526
+38% +$95.3K 0.06% 193
2013
Q4 		$260K Hold
4,044
– – 0.04% 276
2013
Q3 		$220K Buy
4,044
+25
+0.6% +$1.46K 0.04% 306
2013
Q2 		$224K Buy
+4,019
New +$205K 0.04% 278

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

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

Manchester Capital Management held its UMB Financial (UMBF) position steady in Q2 2026 at 36 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Manchester Capital Management first reported a position in UMBF in Q2 2013 and has held it in 28 quarters since. The position peaked at $360K in Q1 2014. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Manchester Capital Management held 36 shares of UMB Financial worth $5.14K as of Q2 2026.
  • Manchester Capital Management left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up ﹤0.01% of Manchester Capital Management's portfolio in Q2 2026, its #892 holding.
  • Manchester Capital Management first reported a position in UMB Financial in Q2 2013 and has held it in 28 quarters since.
  • Manchester Capital Management's UMB Financial position peaked at $360K in Q1 2014.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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