Neuberger Berman Group
UMBF icon

Neuberger Berman Group’s UMB Financial UMBF Stock Holding History

Neuberger Berman Group’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 		$223M Sell
1,562,240
-137,399
-8% -$17.7M 0.15% 139
2026
Q1 		$192M Sell
1,699,639
-44,264
-3% -$5.33M 0.15% 155
2025
Q4 		$201M Sell
1,743,903
-88,771
-5% -$10.1M 0.15% 144
2025
Q3 		$217M Buy
1,832,674
+451,536
+33% +$52M 0.16% 135
2025
Q2 		$145M Buy
1,381,138
+600,670
+77% +$59.9M 0.11% 228
2025
Q1 		$78.9M Buy
780,468
+330,481
+73% +$36.4M 0.07% 339
2024
Q4 		$50.8M Buy
449,987
+446,454
+12,637% +$51.6M 0.04% 440
2024
Q3 		$371K Buy
+3,533
New +$344K ﹤0.01% 1604

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Neuberger Berman Group's UMBF Position: Q2 2026 in Review

Neuberger Berman Group reduced its UMB Financial (UMBF) stake by 8.1% in Q2 2026, selling an estimated $17.7M and leaving 1,562,240 shares worth $223M. The position accounts for 0.15% of the portfolio, ranked #139.

Neuberger Berman Group first reported a position in UMBF in Q3 2024 and has held it in 8 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Neuberger Berman Group held 1,562,240 shares of UMB Financial worth $223M as of Q2 2026.
  • Neuberger Berman Group sold 137,399 UMB Financial shares in Q2 2026, an estimated $17.7M.
  • UMB Financial made up 0.15% of Neuberger Berman Group's portfolio in Q2 2026, its #139 holding.
  • Neuberger Berman Group first reported a position in UMB Financial in Q3 2024 and has held it in 8 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.