MM
UMBF icon

MQS Management’s UMB Financial UMBF Stock Holding History

MQS 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
Q1 		$309K Sell
2,743
-46
-2% -$5.54K 0.21% 216
2025
Q4 		$321K Sell
2,789
-198
-7% -$22.4K 0.19% 235
2025
Q3 		$354K Buy
+2,987
New +$344K 0.21% 206
2023
Q4 		– Sell
-3,504
Closed -$217K – 675
2023
Q3 		$217K Buy
+3,504
New +$228K 0.13% 341
2022
Q4 		– Sell
-5,423
Closed -$457K – 592
2022
Q3 		$457K Buy
+5,423
New +$491K 0.3% 115

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

MQS Management's UMBF Position: Q1 2026 in Review

MQS Management reduced its UMB Financial (UMBF) stake by 1.6% in Q1 2026, selling an estimated $5.54K and leaving 2,743 shares worth $309K. The position accounts for 0.21% of the portfolio, ranked #216.

MQS Management first reported a position in UMBF in Q3 2022 and has held it in 5 quarters since. The position peaked at $457K in Q3 2022. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • MQS Management held 2,743 shares of UMB Financial worth $309K as of Q1 2026.
  • MQS Management sold 46 UMB Financial shares in Q1 2026, an estimated $5.54K.
  • UMB Financial made up 0.21% of MQS Management's portfolio in Q1 2026, its #216 holding.
  • MQS Management first reported a position in UMB Financial in Q3 2022 and has held it in 5 quarters since.
  • MQS Management's UMB Financial position peaked at $457K in Q3 2022.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.