MCM
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Monument Capital Management’s UMB Financial UMBF Stock Holding History

Monument Capital 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
Q2 		$205K Buy
+1,437
New +$185K 0.04% 257
2025
Q3 		– Sell
-2,142
Closed -$225K – 258
2025
Q2 		$225K Sell
2,142
-221
-9% -$22K 0.06% 205
2025
Q1 		$239K Sell
2,363
-557
-19% -$61.4K 0.07% 174
2024
Q4 		$330K Buy
2,920
+255
+10% +$29.5K 0.09% 149
2024
Q3 		$280K Buy
+2,665
New +$260K 0.08% 158

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

Monument Capital Management's UMBF Position: Q2 2026 in Review

Monument Capital Management opened a new position in UMB Financial (UMBF) in Q2 2026: 1,437 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #257 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in UMBF as recently as Q2 2025.

Monument Capital Management first reported a position in UMBF in Q3 2024 and has held it in 5 quarters since. The position peaked at $330K in Q4 2024. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Monument Capital Management held 1,437 shares of UMB Financial worth $205K as of Q2 2026.
  • UMB Financial was a new Monument Capital Management position in Q2 2026.
  • UMB Financial made up 0.04% of Monument Capital Management's portfolio in Q2 2026, its #257 holding.
  • Monument Capital Management first reported a position in UMB Financial in Q3 2024 and has held it in 5 quarters since.
  • Monument Capital Management's UMB Financial position peaked at $330K in Q4 2024.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.