MAM
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Martingale Asset Management’s UMB Financial UMBF Stock Holding History

Martingale 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 		$840K Sell
5,887
-619
-10% -$79.6K 0.02% 566
2026
Q1 		$734K Buy
+6,506
New +$783K 0.02% 566
2023
Q2 		– Sell
-5,500
Closed -$317K – 876
2023
Q1 		$317K Hold
5,500
– – 0.01% 701
2022
Q4 		$459K Sell
5,500
-117
-2% -$9.83K 0.01% 632
2022
Q3 		$475K Buy
5,617
+111
+2% +$10K 0.01% 633
2022
Q2 		$475K Sell
5,506
-6,139
-53% -$557K 0.01% 653
2022
Q1 		$1.13M Sell
11,645
-109
-0.9% -$11.1K 0.02% 446
2021
Q4 		$1.25M Sell
11,754
-14,298
-55% -$1.47M 0.02% 429
2021
Q3 		$2.52M Buy
26,052
+711
+3% +$64.9K 0.03% 242
2021
Q2 		$2.36M Sell
25,341
-3,300
-12% -$313K 0.03% 232
2021
Q1 		$2.65M Buy
28,641
+6,022
+27% +$498K 0.03% 231
2020
Q4 		$1.56M Sell
22,619
-3,799
-14% -$244K 0.02% 325
2020
Q3 		$1.29M Buy
+26,418
New +$1.33M 0.02% 557
2019
Q3 		– Sell
-9,117
Closed -$601K – 1058
2019
Q2 		$601K Buy
+9,117
New +$601K 0.01% 857

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

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

Martingale Asset Management reduced its UMB Financial (UMBF) stake by 9.5% in Q2 2026, selling an estimated $79.6K and leaving 5,887 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #566.

Martingale Asset Management first reported a position in UMBF in Q2 2019 and has held it in 14 quarters since. The position peaked at $2.65M in Q1 2021. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Martingale Asset Management held 5,887 shares of UMB Financial worth $840K as of Q2 2026.
  • Martingale Asset Management sold 619 UMB Financial shares in Q2 2026, an estimated $79.6K.
  • UMB Financial made up 0.02% of Martingale Asset Management's portfolio in Q2 2026, its #566 holding.
  • Martingale Asset Management first reported a position in UMB Financial in Q2 2019 and has held it in 14 quarters since.
  • Martingale Asset Management's UMB Financial position peaked at $2.65M in Q1 2021.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.