Oppenheimer Asset Management’s UMB Financial UMBF Stock Holding History

Oppenheimer Asset 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	$6.24M	Sell	43,693 -398	-0.9%	-$51.2K	0.06%	317
2026 Q1	$4.97M	Sell	44,091 -624	-1%	-$75.1K	0.06%	326
2025 Q4	$5.14M	Sell	44,715 -1,211	-3%	-$137K	0.06%	293
2025 Q3	$5.44M	Buy	45,926 +3,232	+8%	+$372K	0.06%	322
2025 Q2	$4.49M	Sell	42,694 -478	-1%	-$47.7K	0.05%	367
2025 Q1	$4.36M	Buy	43,172 +35,028	+430%	+$3.86M	0.05%	345
2024 Q4	$919K	Buy	8,144 +236	+3%	+$27.3K	0.01%	741
2024 Q3	$831K	Buy	+7,908	New	+$771K	0.01%	760
2020 Q2	–	Sell	-47	Closed	-$2K	–	1426
2020 Q1	$2K	Hold	47	–	–	﹤0.01%	1477
2019 Q4	$3K	Hold	47	–	–	﹤0.01%	1559
2019 Q3	$3K	Hold	47	–	–	﹤0.01%	1559
2019 Q2	$3K	Hold	47	–	–	﹤0.01%	1580
2019 Q1	$3K	Hold	47	–	–	﹤0.01%	1561
2018 Q4	$3K	Buy	+47	New	+$3.05K	﹤0.01%	1585
2017 Q4	–	Sell	-47	Closed	-$4K	–	1471
2017 Q3	$4K	Hold	47	–	–	﹤0.01%	1593
2017 Q2	$4K	Hold	47	–	–	﹤0.01%	1584
2017 Q1	$4K	Buy	+47	New	+$3.6K	﹤0.01%	1607

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Oppenheimer Asset Management's UMBF Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its UMB Financial (UMBF) stake by 0.9% in Q2 2026, selling an estimated $51.2K and leaving 43,693 shares worth $6.24M. The position accounts for 0.06% of the portfolio, ranked #317.

Oppenheimer Asset Management first reported a position in UMBF in Q1 2017 and has held it in 17 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Oppenheimer Asset Management held 43,693 shares of UMB Financial worth $6.24M as of Q2 2026.
Oppenheimer Asset Management sold 398 UMB Financial shares in Q2 2026, an estimated $51.2K.
UMB Financial made up 0.06% of Oppenheimer Asset Management's portfolio in Q2 2026, its #317 holding.
Oppenheimer Asset Management first reported a position in UMB Financial in Q1 2017 and has held it in 17 quarters since.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.