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UMBF icon

Moors & Cabot’s UMB Financial UMBF Stock Holding History

Moors & Cabot’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 		$363K Buy
2,544
+1
+0% +$129 0.01% 672
2026
Q1 		$287K Sell
2,543
-400
-14% -$48.1K 0.01% 722
2025
Q4 		$339K Buy
2,943
+300
+11% +$34K 0.01% 646
2025
Q3 		$313K Sell
2,643
-549
-17% -$63.3K 0.01% 657
2025
Q2 		$336K Sell
3,192
-104
-3% -$10.4K 0.02% 618
2025
Q1 		$333K Buy
+3,296
New +$363K 0.02% 605

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 $3.38T AUM 44.17% 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

Moors & Cabot's UMBF Position: Q2 2026 in Review

Moors & Cabot increased its UMB Financial (UMBF) stake by 0.04% in Q2 2026, buying an estimated $129 and bringing the position to 2,544 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #672.

Moors & Cabot first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Moors & Cabot held 2,544 shares of UMB Financial worth $363K as of Q2 2026.
  • Moors & Cabot bought 1 UMB Financial share in Q2 2026, an estimated $129.
  • UMB Financial made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #672 holding.
  • Moors & Cabot first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.