Oppenheimer & Co’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
Q1 | $368K | Sell |
3,263
-50
| -2% | -$6.02K | ﹤0.01% | 1309 |
|
|
2025
Q4 | $381K | Hold |
3,313
| – | – | 0.01% | 1179 |
|
|
2025
Q3 | $392K | Hold |
3,313
| – | – | ﹤0.01% | 1273 |
|
|
2025
Q2 | $348K | Sell |
3,313
-10,655
| -76% | -$1.06M | ﹤0.01% | 1290 |
|
|
2025
Q1 | $1.41M | Buy |
+13,968
| New | +$1.54M | 0.02% | 659 |
|
|
2020
Q2 | – | Sell |
-83,498
| Closed | -$3.87M | – | 1319 |
|
|
2020
Q1 | $3.87M | Sell |
83,498
-2,704
| -3% | -$164K | 0.12% | 187 |
|
|
2019
Q4 | $5.92M | Sell |
86,202
-2,040
| -2% | -$135K | 0.15% | 160 |
|
|
2019
Q3 | $5.7M | Sell |
88,242
-2,600
| -3% | -$168K | 0.16% | 146 |
|
|
2019
Q2 | $5.98M | Sell |
90,842
-6,580
| -7% | -$434K | 0.16% | 141 |
|
|
2019
Q1 | $6.24M | Sell |
97,422
-500
| -0.5% | -$33.1K | 0.17% | 132 |
|
|
2018
Q4 | $5.97M | Sell |
97,922
-2,000
| -2% | -$130K | 0.19% | 119 |
|
|
2018
Q3 | $7.08M | Sell |
99,922
-5,235
| -5% | -$393K | 0.18% | 120 |
|
|
2018
Q2 | $8.02M | Sell |
105,157
-2,300
| -2% | -$177K | 0.22% | 100 |
|
|
2018
Q1 | $7.78M | Sell |
107,457
-3,850
| -3% | -$288K | 0.2% | 117 |
|
|
2017
Q4 | $8.01M | Sell |
111,307
-600
| -0.5% | -$44.1K | 0.21% | 107 |
|
|
2017
Q3 | $8.34M | Sell |
111,907
-1,000
| -0.9% | -$70K | 0.22% | 100 |
|
|
2017
Q2 | $8.45M | Sell |
112,907
-1,060
| -0.9% | -$77.6K | 0.23% | 98 |
|
|
2017
Q1 | $8.58M | Sell |
113,967
-650
| -0.6% | -$49.7K | 0.24% | 96 |
|
|
2016
Q4 | $8.84M | Sell |
114,617
-500
| -0.4% | -$34.8K | 0.26% | 91 |
|
|
2016
Q3 | $6.84M | Sell |
115,117
-4,403
| -4% | -$252K | 0.2% | 111 |
|
|
2016
Q2 | $6.36M | Buy |
119,520
+1,000
| +0.8% | +$54.3K | 0.19% | 116 |
|
|
2016
Q1 | $6.12M | Hold |
118,520
| – | – | 0.19% | 120 |
|
|
2015
Q4 | $5.52M | Sell |
118,520
-700
| -0.6% | -$35.3K | 0.16% | 142 |
|
|
2015
Q3 | $6.06M | Sell |
119,220
-2,000
| -2% | -$106K | 0.18% | 129 |
|
|
2015
Q2 | $6.91M | Hold |
121,220
| – | – | 0.19% | 119 |
|
|
2015
Q1 | $6.41M | Sell |
121,220
-800
| -0.7% | -$41.5K | 0.17% | 136 |
|
|
2014
Q4 | $6.94M | Sell |
122,020
-1,000
| -0.8% | -$56.3K | 0.2% | 122 |
|
|
2014
Q3 | $6.71M | Buy |
+123,020
| New | +$7.1M | 0.2% | 123 |
|
|
2014
Q2 | – | Sell |
-125,320
| Closed | -$8.11M | – | 1481 |
|
|
2014
Q1 | $8.11M | Sell |
125,320
-45
| -0% | -$2.81K | 0.24% | 94 |
|
|
2013
Q4 | $8.06M | Buy |
125,365
+343
| +0.3% | +$20.8K | 0.26% | 91 |
|
|
2013
Q3 | $6.79M | Buy |
125,022
+4,385
| +4% | +$256K | 0.24% | 101 |
|
|
2013
Q2 | $6.72M | Buy |
+120,637
| New | +$6.15M | 0.26% | 98 |
|
Other funds holding UMBF
UB
VPM
VCM
Oppenheimer & Co's UMBF Position: Q1 2026 in Review
Oppenheimer & Co reduced its UMB Financial (UMBF) stake by 1.5% in Q1 2026, selling an estimated $6.02K and leaving 3,263 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.
Oppenheimer & Co first reported a position in UMBF in Q2 2013 and has held it in 32 quarters since. The position peaked at $8.84M in Q4 2016. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.
- Oppenheimer & Co held 3,263 shares of UMB Financial worth $368K as of Q1 2026.
- Oppenheimer & Co sold 50 UMB Financial shares in Q1 2026, an estimated $6.02K.
- UMB Financial made up ﹤0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1309 holding.
- Oppenheimer & Co first reported a position in UMB Financial in Q2 2013 and has held it in 32 quarters since.
- Oppenheimer & Co's UMB Financial position peaked at $8.84M in Q4 2016.
- 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.
Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.