Mercer Global Advisors
UMBF icon

Mercer Global Advisors’s UMB Financial UMBF Stock Holding History

Mercer Global Advisors’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 		$680K Buy
4,760
+1,664
+54% +$214K ﹤0.01% 2037
2026
Q1 		$349K Buy
3,096
+533
+21% +$64.2K ﹤0.01% 2295
2025
Q4 		$295K Buy
2,563
+102
+4% +$11.6K ﹤0.01% 2241
2025
Q3 		$291K Buy
+2,461
New +$284K ﹤0.01% 2107
2025
Q2 		– Sell
-28,219
Closed -$2.85M – 2380
2025
Q1 		$2.85M Buy
28,219
+1,075
+4% +$119K 0.01% 718
2024
Q4 		$3.06M Buy
27,144
+202
+0.7% +$23.4K 0.01% 684
2024
Q3 		$2.73M Buy
26,942
+100
+0.4% +$9.75K 0.01% 671
2024
Q2 		$2.24M Buy
26,842
+94
+0.4% +$7.71K 0.01% 691
2024
Q1 		$2.33M Sell
26,748
-588
-2% -$47.8K 0.01% 687
2023
Q4 		$2.28M Buy
27,336
+856
+3% +$60.2K 0.01% 705
2023
Q3 		$1.64M Hold
26,480
– – 0.01% 770
2023
Q2 		$1.61M Buy
+26,480
New +$1.58M 0.01% 795
2023
Q1 		– Sell
-26,507
Closed -$2.21M – 2054
2022
Q4 		$2.21M Sell
26,507
-32
-0.1% -$2.69K 0.01% 663
2022
Q3 		$2.24M Buy
+26,539
New +$2.4M 0.01% 600

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

Mercer Global Advisors's UMBF Position: Q2 2026 in Review

Mercer Global Advisors increased its UMB Financial (UMBF) stake by 54% in Q2 2026, buying an estimated $214K and bringing the position to 4,760 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Mercer Global Advisors first reported a position in UMBF in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.06M in Q4 2024. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Mercer Global Advisors held 4,760 shares of UMB Financial worth $680K as of Q2 2026.
  • Mercer Global Advisors bought 1,664 UMB Financial shares in Q2 2026, an estimated $214K.
  • UMB Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2037 holding.
  • Mercer Global Advisors first reported a position in UMB Financial in Q3 2022 and has held it in 14 quarters since.
  • Mercer Global Advisors's UMB Financial position peaked at $3.06M in Q4 2024.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.