Marshall Wace
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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
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 $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

Marshall Wace's UMBF Position: Q1 2026 in Review

Marshall Wace opened a new position in UMB Financial (UMBF) in Q1 2026: 2,400 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #2685 among its holdings. This is a return to the name: Marshall Wace previously reported a position in UMBF as recently as Q3 2025.

Marshall Wace first reported a position in UMBF in Q3 2014 and has held it in 12 quarters since. The position peaked at $10.1M in Q4 2014. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Marshall Wace held 2,400 shares of UMB Financial worth $271K as of Q1 2026.
  • UMB Financial was a new Marshall Wace position in Q1 2026.
  • UMB Financial made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2685 holding.
  • Marshall Wace first reported a position in UMB Financial in Q3 2014 and has held it in 12 quarters since.
  • Marshall Wace's UMB Financial position peaked at $10.1M in Q4 2014.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.