Nuveen’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $109M | Buy |
763,660
+107,626
| +16% | +$13.8M | 0.03% | 404 |
|
|
2026
Q1 | $74M | Sell |
656,034
-134,711
| -17% | -$16.2M | 0.02% | 491 |
|
|
2025
Q4 | $91M | Buy |
790,745
+62,449
| +9% | +$7.07M | 0.02% | 426 |
|
|
2025
Q3 | $86.2M | Buy |
728,296
+110,366
| +18% | +$12.7M | 0.02% | 442 |
|
|
2025
Q2 | $65M | Buy |
617,930
+110,275
| +22% | +$11M | 0.02% | 515 |
|
|
2025
Q1 | $51.3M | Buy |
507,655
+80,069
| +19% | +$8.83M | 0.02% | 618 |
|
|
2024
Q4 | $48.3M | Buy |
427,586
+67,480
| +19% | +$7.8M | 0.01% | 663 |
|
|
2024
Q3 | $37.9M | Buy |
360,106
+67,775
| +23% | +$6.61M | 0.01% | 805 |
|
|
2024
Q2 | $24.4M | Buy |
292,331
+4,871
| +2% | +$399K | 0.01% | 1009 |
|
|
2024
Q1 | $25M | Sell |
287,460
-362
| -0.1% | -$29.4K | 0.01% | 1034 |
|
|
2023
Q4 | $24M | Buy |
287,822
+72,224
| +33% | +$5.08M | 0.01% | 1038 |
|
|
2023
Q3 | $13.4M | Sell |
215,598
-1,516
| -0.7% | -$98.5K | ﹤0.01% | 1302 |
|
|
2023
Q2 | $13.2M | Sell |
217,114
-525
| -0.2% | -$31.3K | ﹤0.01% | 1335 |
|
|
2023
Q1 | $12.6M | Buy |
217,639
+74,481
| +52% | +$6.05M | ﹤0.01% | 1343 |
|
|
2022
Q4 | $12M | Sell |
143,158
-35,512
| -20% | -$2.98M | ﹤0.01% | 1374 |
|
|
2022
Q3 | $15.1M | Sell |
178,670
-3,983
| -2% | -$360K | 0.01% | 1206 |
|
|
2022
Q2 | $15.7M | Buy |
182,653
+1,344
| +0.7% | +$122K | 0.01% | 1219 |
|
|
2022
Q1 | $18.2M | Buy |
181,309
+10,084
| +6% | +$1.03M | 0.01% | 1245 |
|
|
2021
Q4 | $17.8M | Sell |
171,225
-11,703
| -6% | -$1.21M | 0.01% | 1301 |
|
|
2021
Q3 | $16.5M | Sell |
182,928
-8,120
| -4% | -$741K | 0.01% | 1407 |
|
|
2021
Q2 | $17.8M | Sell |
191,048
-14,155
| -7% | -$1.34M | 0.01% | 1466 |
|
|
2021
Q1 | $18.9M | Sell |
205,203
-3,771
| -2% | -$312K | 0.01% | 1363 |
|
|
2020
Q4 | $14.4M | Sell |
208,974
-2,939
| -1% | -$188K | ﹤0.01% | 1468 |
|
|
2020
Q3 | $10.4M | Sell |
211,913
-5,510
| -3% | -$278K | ﹤0.01% | 1494 |
|
|
2020
Q2 | $11.2M | Sell |
217,423
-43,313
| -17% | -$2.12M | ﹤0.01% | 1414 |
|
|
2020
Q1 | $12.1M | Buy |
260,736
+19,275
| +8% | +$1.17M | 0.01% | 1182 |
|
|
2019
Q4 | $16.6M | Sell |
241,461
-48,800
| -17% | -$3.24M | 0.01% | 1275 |
|
|
2019
Q3 | $18.7M | Buy |
290,261
+9,880
| +4% | +$638K | 0.01% | 1173 |
|
|
2019
Q2 | $18.5M | Buy |
+280,381
| New | +$18.5M | 0.01% | 1201 |
|
|
2017
Q2 | – | Sell |
-11,307
| Closed | -$852K | – | 1315 |
|
|
2017
Q1 | $852K | Sell |
11,307
-863
| -7% | -$66K | 0.01% | 1018 |
|
|
2016
Q4 | $939K | Buy |
+12,170
| New | +$846K | ﹤0.01% | 1171 |
|
Other funds holding UMBF
UB
Nuveen's UMBF Position: Q2 2026 in Review
Nuveen increased its UMB Financial (UMBF) stake by 16% in Q2 2026, buying an estimated $13.8M and bringing the position to 763,660 shares worth $109M. The position accounts for 0.03% of the portfolio, ranked #404.
Nuveen first reported a position in UMBF in Q4 2016 and has held it in 31 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- Nuveen held 763,660 shares of UMB Financial worth $109M as of Q2 2026.
- Nuveen bought 107,626 UMB Financial shares in Q2 2026, an estimated $13.8M.
- UMB Financial made up 0.03% of Nuveen's portfolio in Q2 2026, its #404 holding.
- Nuveen first reported a position in UMB Financial in Q4 2016 and has held it in 31 quarters since.
- 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.