Optiver Holding
UMBF icon

Optiver Holding’s UMB Financial UMBF Stock Holding History

Optiver Holding’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 		$90.7K Buy
635
+409
+181% +$52.6K ﹤0.01% 1049
2026
Q1 		$25.5K Sell
226
-140
-38% -$16.9K ﹤0.01% 1059
2025
Q4 		$42.1K Sell
366
-225
-38% -$25.5K ﹤0.01% 924
2025
Q3 		$69.9K Buy
591
+2
+0.3% +$231 ﹤0.01% 733
2025
Q2 		$61.9K Buy
589
+111
+23% +$11.1K ﹤0.01% 595
2025
Q1 		$48.3K Buy
+478
New +$52.7K ﹤0.01% 526

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

Optiver Holding's UMBF Position: Q2 2026 in Review

Optiver Holding increased its UMB Financial (UMBF) stake by 181% in Q2 2026, buying an estimated $52.6K and bringing the position to 635 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Optiver Holding first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Optiver Holding held 635 shares of UMB Financial worth $90.7K as of Q2 2026.
  • Optiver Holding bought 409 UMB Financial shares in Q2 2026, an estimated $52.6K.
  • UMB Financial made up ﹤0.01% of Optiver Holding's portfolio in Q2 2026, its #1049 holding.
  • Optiver Holding first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Optiver Holding's 13F filing for Q2 2026, filed 12 Aug 2026.