MFG
UMBF icon

Merit Financial Group’s UMB Financial UMBF Stock Holding History

Merit Financial Group’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 		$597K Sell
4,179
-177
-4% -$22.8K ﹤0.01% 1395
2026
Q1 		$491K Buy
4,356
+107
+3% +$12.9K ﹤0.01% 1383
2025
Q4 		$489K Sell
4,249
-113
-3% -$12.8K ﹤0.01% 1320
2025
Q3 		$516K Buy
4,362
+2,416
+124% +$278K ﹤0.01% 1173
2025
Q2 		$205K Buy
+1,946
New +$194K ﹤0.01% 1545

Other funds holding UMBF

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Merit Financial Group's UMBF Position: Q2 2026 in Review

Merit Financial Group reduced its UMB Financial (UMBF) stake by 4.1% in Q2 2026, selling an estimated $22.8K and leaving 4,179 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Merit Financial Group first reported a position in UMBF in Q2 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Merit Financial Group held 4,179 shares of UMB Financial worth $597K as of Q2 2026.
  • Merit Financial Group sold 177 UMB Financial shares in Q2 2026, an estimated $22.8K.
  • UMB Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1395 holding.
  • Merit Financial Group first reported a position in UMB Financial in Q2 2025 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.