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
Q2 		– Sell
-2,743
Closed -$309K – 494
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 $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

MQS Management's UMBF Position: Q2 2026 in Review

MQS Management sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 2,743 shares — an estimated $309K sold.

MQS Management first reported a position in UMBF in Q3 2022 and held it in 5 quarters. The position peaked at $457K in Q3 2022. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • MQS Management reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • MQS Management sold 2,743 UMB Financial shares in Q2 2026, an estimated $309K.
  • MQS Management first reported a position in UMB Financial in Q3 2022 and held it in 5 quarters.
  • MQS Management's UMB Financial position peaked at $457K in Q3 2022.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on MQS Management's 13F filing for Q2 2026, filed 7 Aug 2026.