Marquette Asset Management’s UMB Financial UMBF Stock Holding History

Marquette Asset 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	$118K	Hold	826	–	–	0.02%	126
2026 Q1	$93.2K	Hold	826	–	–	0.01%	80
2025 Q4	$95K	Buy	826 +13	+2%	+$1.47K	0.01%	80
2025 Q3	$96.2K	Hold	813	–	–	0.01%	76
2025 Q2	$85.5K	Hold	813	–	–	0.01%	73
2025 Q1	$82.2K	Buy	+813	New	+$89.6K	0.01%	84

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Marquette Asset Management's UMBF Position: Q2 2026 in Review

Marquette Asset Management held its UMB Financial (UMBF) position steady in Q2 2026 at 826 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #126.

Marquette Asset Management first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Marquette Asset Management held 826 shares of UMB Financial worth $118K as of Q2 2026.
Marquette Asset Management left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up 0.02% of Marquette Asset Management's portfolio in Q2 2026, its #126 holding.
Marquette Asset Management first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
100 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.