MC
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
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 $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Moors & Cabot's UMBF Position: Q1 2026 in Review

Moors & Cabot reduced its UMB Financial (UMBF) stake by 14% in Q1 2026, selling an estimated $48.1K and leaving 2,543 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #722.

Moors & Cabot first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $339K in Q4 2025. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Moors & Cabot held 2,543 shares of UMB Financial worth $287K as of Q1 2026.
  • Moors & Cabot sold 400 UMB Financial shares in Q1 2026, an estimated $48.1K.
  • UMB Financial made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #722 holding.
  • Moors & Cabot first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • Moors & Cabot's UMB Financial position peaked at $339K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.