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NFJ Investment Group’s UMB Financial UMBF Stock Holding History

NFJ Investment 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 		$47M Buy
329,404
+3,440
+1% +$442K 1.59% 13
2026
Q1 		$36.8M Sell
325,964
-22,272
-6% -$2.68M 1.39% 20
2025
Q4 		$40.1M Sell
348,236
-9,484
-3% -$1.07M 1.44% 19
2025
Q3 		$42.3M Buy
357,720
+331,684
+1,274% +$38.2M 1.45% 13
2025
Q2 		$2.74M Sell
26,036
-2,032
-7% -$203K 0.1% 176
2025
Q1 		$2.84M Sell
28,068
-17,305
-38% -$1.91M 0.1% 172
2024
Q4 		$5.12M Sell
45,373
-557
-1% -$64.4K 0.16% 138
2024
Q3 		$4.83M Sell
45,930
-3,082
-6% -$300K 0.14% 146
2024
Q2 		$4.09M Sell
49,012
-3,936
-7% -$323K 0.13% 140
2024
Q1 		$4.61M Sell
52,948
-3,887
-7% -$316K 0.13% 129
2023
Q4 		$4.75M Sell
56,835
-9,621
-14% -$677K 0.13% 124
2023
Q3 		$4.12M Hold
66,456
– – 0.12% 128
2023
Q2 		$4.05M Buy
+66,456
New +$3.97M 0.11% 157

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

NFJ Investment Group's UMBF Position: Q2 2026 in Review

NFJ Investment Group increased its UMB Financial (UMBF) stake by 1.1% in Q2 2026, buying an estimated $442K and bringing the position to 329,404 shares worth $47M. The position accounts for 1.59% of the portfolio, ranked #13.

NFJ Investment Group first reported a position in UMBF in Q2 2023 and has held it in 13 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • NFJ Investment Group held 329,404 shares of UMB Financial worth $47M as of Q2 2026.
  • NFJ Investment Group bought 3,440 UMB Financial shares in Q2 2026, an estimated $442K.
  • UMB Financial made up 1.59% of NFJ Investment Group's portfolio in Q2 2026, its #13 holding.
  • NFJ Investment Group first reported a position in UMB Financial in Q2 2023 and has held it in 13 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.