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Neumeier Poma Investment Counsel’s UMB Financial UMBF Stock Holding History

Neumeier Poma Investment Counsel’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 		$45.6M Buy
403,907
+67,195
+20% +$8.09M 3.75% 7
2025
Q4 		$38.7M Sell
336,712
-1,340
-0.4% -$152K 3.2% 14
2025
Q3 		$40M Buy
338,052
+31,288
+10% +$3.61M 3.27% 10
2025
Q2 		$32.3M Sell
306,764
-5,435
-2% -$542K 3% 13
2025
Q1 		$31.6M Sell
312,199
-925
-0.3% -$102K 3.39% 9
2024
Q4 		$35.3M Sell
313,124
-6,616
-2% -$765K 3.43% 8
2024
Q3 		$33.6M Buy
319,740
+154,885
+94% +$15.1M 3.2% 10
2024
Q2 		$13.8M Buy
164,855
+53,345
+48% +$4.37M 1.26% 37
2024
Q1 		$9.7M Buy
+111,510
New +$9.07M 0.89% 37
2015
Q1 		– Sell
-64,990
Closed -$3.7M – 42
2014
Q4 		$3.7M Sell
64,990
-2,025
-3% -$114K 0.87% 37
2014
Q3 		$3.66M Sell
67,015
-31,285
-32% -$1.81M 0.9% 37
2014
Q2 		$6.23M Sell
98,300
-9,500
-9% -$566K 1.49% 30
2014
Q1 		$6.97M Sell
107,800
-86,875
-45% -$5.43M 1.58% 30
2013
Q4 		$12.5M Sell
194,675
-75,450
-28% -$4.58M 2.85% 20
2013
Q3 		$14.7M Sell
270,125
-26,900
-9% -$1.57M 3.6% 7
2013
Q2 		$16.5M Buy
+297,025
New +$15.1M 4.31% 5

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

Neumeier Poma Investment Counsel's UMBF Position: Q1 2026 in Review

Neumeier Poma Investment Counsel increased its UMB Financial (UMBF) stake by 20% in Q1 2026, buying an estimated $8.09M and bringing the position to 403,907 shares worth $45.6M. The position accounts for 3.75% of the portfolio, ranked #7.

Neumeier Poma Investment Counsel first reported a position in UMBF in Q2 2013 and has held it in 16 quarters since. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Neumeier Poma Investment Counsel held 403,907 shares of UMB Financial worth $45.6M as of Q1 2026.
  • Neumeier Poma Investment Counsel bought 67,195 UMB Financial shares in Q1 2026, an estimated $8.09M.
  • UMB Financial made up 3.75% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #7 holding.
  • Neumeier Poma Investment Counsel first reported a position in UMB Financial in Q2 2013 and has held it in 16 quarters since.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.