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McIlrath & Eck’s UMB Financial UMBF Stock Holding History

McIlrath & Eck’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 		$32.8K Hold
291
– – ﹤0.01% 676
2025
Q4 		$33.5K Hold
291
– – ﹤0.01% 422
2025
Q3 		$34.4K Hold
291
– – ﹤0.01% 398
2025
Q2 		$30.6K Hold
291
– – ﹤0.01% 401
2025
Q1 		$29.4K Buy
+291
New +$32.1K ﹤0.01% 410

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

McIlrath & Eck's UMBF Position: Q1 2026 in Review

McIlrath & Eck held its UMB Financial (UMBF) position steady in Q1 2026 at 291 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

McIlrath & Eck first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $34.4K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • McIlrath & Eck held 291 shares of UMB Financial worth $32.8K as of Q1 2026.
  • McIlrath & Eck left its UMB Financial share count unchanged in Q1 2026.
  • UMB Financial made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #676 holding.
  • McIlrath & Eck first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • McIlrath & Eck's UMB Financial position peaked at $34.4K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.