Marshall Wace
UMBF icon

Marshall Wace’s UMB Financial UMBF Stock Holding History

Marshall Wace’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 		– Sell
-2,400
Closed -$271K – 3775
2026
Q1 		$271K Buy
+2,400
New +$289K ﹤0.01% 2685
2025
Q4 		– Sell
-5,533
Closed -$655K – 3500
2025
Q3 		$655K Buy
+5,533
New +$638K ﹤0.01% 2127
2025
Q1 		– Sell
-2,100
Closed -$237K – 3115
2024
Q4 		$237K Buy
+2,100
New +$243K ﹤0.01% 2302
2023
Q1 		– Sell
-8,700
Closed -$727K – 3120
2022
Q4 		$727K Sell
8,700
-9,810
-53% -$824K ﹤0.01% 2214
2022
Q3 		$1.56M Sell
18,510
-4,955
-21% -$448K ﹤0.01% 2167
2022
Q2 		$2.02M Buy
+23,465
New +$2.13M ﹤0.01% 1981
2020
Q1 		– Sell
-9,749
Closed -$669K – 2072
2019
Q4 		$669K Buy
+9,749
New +$647K ﹤0.01% 1076
2019
Q3 		– Sell
-4,322
Closed -$284K – 1939
2019
Q2 		$284K Buy
+4,322
New +$285K ﹤0.01% 1190
2017
Q1 		– Sell
-32,500
Closed -$2.51M – 747
2016
Q4 		$2.51M Buy
+32,500
New +$2.26M 0.02% 594
2015
Q2 		– Sell
-156,548
Closed -$8.28M – 1057
2015
Q1 		$8.28M Sell
156,548
-21,776
-12% -$1.13M 0.11% 223
2014
Q4 		$10.1M Buy
178,324
+73,611
+70% +$4.15M 0.13% 191
2014
Q3 		$5.71M Buy
+104,713
New +$6.04M 0.08% 266

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

Marshall Wace's UMBF Position: Q2 2026 in Review

Marshall Wace sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 2,400 shares — an estimated $271K sold.

Marshall Wace first reported a position in UMBF in Q3 2014 and held it in 12 quarters. The position peaked at $10.1M in Q4 2014. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Marshall Wace reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 2,400 UMB Financial shares in Q2 2026, an estimated $271K.
  • Marshall Wace first reported a position in UMB Financial in Q3 2014 and held it in 12 quarters.
  • Marshall Wace's UMB Financial position peaked at $10.1M in Q4 2014.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.