Massachusetts Financial Services
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Massachusetts Financial Services’s UMB Financial UMBF Stock Holding History

Massachusetts Financial Services’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 		$50.4M Buy
353,035
+13,333
+4% +$1.71M 0.02% 490
2026
Q1 		$38.3M Sell
339,702
-13,539
-4% -$1.63M 0.01% 513
2025
Q4 		$40.6M Sell
353,241
-12,462
-3% -$1.41M 0.01% 515
2025
Q3 		$43.3M Sell
365,703
-24,947
-6% -$2.88M 0.01% 491
2025
Q2 		$41.1M Sell
390,650
-22,246
-5% -$2.22M 0.01% 508
2025
Q1 		$41.7M Sell
412,896
-50,650
-11% -$5.58M 0.01% 483
2024
Q4 		$52.3M Sell
463,546
-39,840
-8% -$4.61M 0.02% 464
2024
Q3 		$52.9M Sell
503,386
-14,236
-3% -$1.39M 0.02% 459
2024
Q2 		$43.2M Buy
517,622
+90,297
+21% +$7.4M 0.01% 474
2024
Q1 		$37.2M Sell
427,325
-1,607
-0.4% -$131K 0.01% 502
2023
Q4 		$35.8M Buy
428,932
+121,100
+39% +$8.52M 0.01% 500
2023
Q3 		$19.1M Sell
307,832
-3,107
-1% -$202K 0.01% 564
2023
Q2 		$18.9M Sell
310,939
-38,768
-11% -$2.31M 0.01% 563
2023
Q1 		$20.2M Sell
349,707
-381,192
-52% -$31M 0.01% 554
2022
Q4 		$61M Buy
730,899
+6,282
+0.9% +$528K 0.02% 408
2022
Q3 		$61.1M Buy
724,617
+12,972
+2% +$1.17M 0.02% 414
2022
Q2 		$61.3M Sell
711,645
-32,447
-4% -$2.94M 0.02% 425
2022
Q1 		$72.3M Sell
744,092
-45,996
-6% -$4.69M 0.02% 428
2021
Q4 		$83.8M Sell
790,088
-43,990
-5% -$4.54M 0.02% 417
2021
Q3 		$80.7M Sell
834,078
-37,433
-4% -$3.41M 0.02% 419
2021
Q2 		$81.1M Buy
871,511
+15,075
+2% +$1.43M 0.02% 430
2021
Q1 		$79.1M Sell
856,436
-177,311
-17% -$14.6M 0.02% 418
2020
Q4 		$71.3M Sell
1,033,747
-12,723
-1% -$816K 0.02% 418
2020
Q3 		$51.3M Buy
1,046,470
+107,560
+11% +$5.43M 0.02% 427
2020
Q2 		$48.4M Buy
938,910
+129,166
+16% +$6.33M 0.02% 424
2020
Q1 		$37.6M Buy
809,744
+13,408
+2% +$816K 0.02% 414
2019
Q4 		$54.7M Sell
796,336
-52,972
-6% -$3.52M 0.02% 402
2019
Q3 		$54.8M Buy
849,308
+107,014
+14% +$6.91M 0.02% 399
2019
Q2 		$48.9M Buy
742,294
+150,489
+25% +$9.92M 0.02% 410
2019
Q1 		$37.9M Buy
591,805
+128,808
+28% +$8.52M 0.02% 424
2018
Q4 		$28.2M Buy
462,997
+82,152
+22% +$5.33M 0.01% 459
2018
Q3 		$27M Buy
380,845
+56,981
+18% +$4.28M 0.01% 488
2018
Q2 		$24.7M Buy
323,864
+41,619
+15% +$3.2M 0.01% 484
2018
Q1 		$20.4M Buy
282,245
+50,343
+22% +$3.77M 0.01% 493
2017
Q4 		$16.7M Buy
231,902
+26,201
+13% +$1.92M 0.01% 534
2017
Q3 		$15.3M Buy
205,701
+30,996
+18% +$2.17M 0.01% 539
2017
Q2 		$13.1M Buy
174,705
+22,330
+15% +$1.63M 0.01% 564
2017
Q1 		$11.5M Buy
152,375
+38,216
+33% +$2.92M 0.01% 566
2016
Q4 		$8.8M Buy
114,159
+26,443
+30% +$1.84M ﹤0.01% 609
2016
Q3 		$5.21M Buy
+87,716
New +$5.02M ﹤0.01% 644

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

Massachusetts Financial Services's UMBF Position: Q2 2026 in Review

Massachusetts Financial Services increased its UMB Financial (UMBF) stake by 3.9% in Q2 2026, buying an estimated $1.71M and bringing the position to 353,035 shares worth $50.4M. The position accounts for 0.02% of the portfolio, ranked #490.

Massachusetts Financial Services first reported a position in UMBF in Q3 2016 and has held it in 40 quarters since. The position peaked at $83.8M in Q4 2021. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Massachusetts Financial Services held 353,035 shares of UMB Financial worth $50.4M as of Q2 2026.
  • Massachusetts Financial Services bought 13,333 UMB Financial shares in Q2 2026, an estimated $1.71M.
  • UMB Financial made up 0.02% of Massachusetts Financial Services's portfolio in Q2 2026, its #490 holding.
  • Massachusetts Financial Services first reported a position in UMB Financial in Q3 2016 and has held it in 40 quarters since.
  • Massachusetts Financial Services's UMB Financial position peaked at $83.8M in Q4 2021.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.