Osaic Holdings
UMBF icon

Osaic Holdings’s UMB Financial UMBF Stock Holding History

Osaic Holdings’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 		$11.4M Buy
79,883
+31,702
+66% +$4.07M 0.01% 958
2026
Q1 		$5.43M Sell
48,181
-83
-0.2% -$9.99K 0.01% 1305
2025
Q4 		$5.55M Buy
48,264
+5,024
+12% +$569K 0.01% 1304
2025
Q3 		$5.27M Buy
43,240
+36
+0.1% +$4.15K 0.01% 1435
2025
Q2 		$4.54M Sell
43,204
-1,703
-4% -$170K 0.01% 1315
2025
Q1 		$4.54M Buy
44,907
+43,345
+2,775% +$4.78M 0.01% 1091
2024
Q4 		$61.6K Buy
1,562
+1,227
+366% +$142K ﹤0.01% 4546
2024
Q3 		$35.3K Sell
335
-211
-39% -$20.6K ﹤0.01% 4997
2024
Q2 		$45.6K Sell
546
-460
-46% -$37.7K ﹤0.01% 4755
2024
Q1 		$87.5K Sell
1,006
-1,096
-52% -$89.1K ﹤0.01% 4346
2023
Q4 		$176K Sell
2,102
-384
-15% -$27K ﹤0.01% 4031
2023
Q3 		$154K Buy
2,486
+592
+31% +$38.5K ﹤0.01% 4187
2023
Q2 		$115K Sell
1,894
-140
-7% -$8.35K ﹤0.01% 4322
2023
Q1 		$117K Buy
2,034
+692
+52% +$56.2K ﹤0.01% 4308
2022
Q4 		$113K Sell
1,342
-491
-27% -$41.3K ﹤0.01% 4333
2022
Q3 		$154K Buy
1,833
+505
+38% +$45.7K ﹤0.01% 3997
2022
Q2 		$115K Sell
1,328
-82
-6% -$7.43K ﹤0.01% 4305
2022
Q1 		$142K Buy
1,410
+69
+5% +$7.04K ﹤0.01% 4308
2021
Q4 		$142K Sell
1,341
-11
-0.8% -$1.14K ﹤0.01% 4261
2021
Q3 		$131K Sell
1,352
-225
-14% -$20.5K ﹤0.01% 4290
2021
Q2 		$147K Buy
1,577
+44
+3% +$4.18K ﹤0.01% 4148
2021
Q1 		$141K Sell
1,533
-531
-26% -$43.9K ﹤0.01% 4066
2020
Q4 		$143K Sell
2,064
-621
-23% -$39.8K ﹤0.01% 3770
2020
Q3 		$131K Buy
2,685
+704
+36% +$35.5K ﹤0.01% 3605
2020
Q2 		$103K Sell
1,981
-841
-30% -$41.2K ﹤0.01% 3664
2020
Q1 		$130K Buy
+2,822
New +$172K ﹤0.01% 3258

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

Osaic Holdings's UMBF Position: Q2 2026 in Review

Osaic Holdings increased its UMB Financial (UMBF) stake by 66% in Q2 2026, buying an estimated $4.07M and bringing the position to 79,883 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #958.

Osaic Holdings first reported a position in UMBF in Q1 2020 and has held it in 26 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Osaic Holdings held 79,883 shares of UMB Financial worth $11.4M as of Q2 2026.
  • Osaic Holdings bought 31,702 UMB Financial shares in Q2 2026, an estimated $4.07M.
  • UMB Financial made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #958 holding.
  • Osaic Holdings first reported a position in UMB Financial in Q1 2020 and has held it in 26 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.