Moors & Cabot
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
Q3 		$353K Buy
2,714
+170
+7% +$24.2K 0.01% 691
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

UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Moors & Cabot's UMBF Position: Q3 2026 in Review

Moors & Cabot increased its UMB Financial (UMBF) stake by 6.7% in Q3 2026, buying an estimated $24.2K and bringing the position to 2,714 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #691.

Moors & Cabot first reported a position in UMBF in Q1 2025 and has held it in 7 quarters since. The position peaked at $363K in Q2 2026. 235 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Moors & Cabot held 2,714 shares of UMB Financial worth $353K as of Q3 2026.
  • Moors & Cabot bought 170 UMB Financial shares in Q3 2026, an estimated $24.2K.
  • UMB Financial made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #691 holding.
  • Moors & Cabot first reported a position in UMB Financial in Q1 2025 and has held it in 7 quarters since.
  • Moors & Cabot's UMB Financial position peaked at $363K in Q2 2026.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.