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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Martingale Asset Management's UMBF Position: Q1 2026 in Review

Martingale Asset Management opened a new position in UMB Financial (UMBF) in Q1 2026: 6,506 shares worth $734K. The stake represents 0.02% of the portfolio and ranks #566 among its holdings. This is a return to the name: Martingale Asset Management previously reported a position in UMBF as recently as Q1 2023.

Martingale Asset Management first reported a position in UMBF in Q2 2019 and has held it in 13 quarters since. The position peaked at $2.65M in Q1 2021. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Martingale Asset Management held 6,506 shares of UMB Financial worth $734K as of Q1 2026.
UMB Financial was a new Martingale Asset Management position in Q1 2026.
UMB Financial made up 0.02% of Martingale Asset Management's portfolio in Q1 2026, its #566 holding.
Martingale Asset Management first reported a position in UMB Financial in Q2 2019 and has held it in 13 quarters since.
Martingale Asset Management's UMB Financial position peaked at $2.65M in Q1 2021.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.