O'Shaughnessy Asset Management’s UMB Financial UMBF Stock Holding History

O'Shaughnessy 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 Q1	$1.15M	Buy	10,218 +830	+9%	+$99.9K	0.01%	1113
2025 Q4	$1.08M	Sell	9,388 -488	-5%	-$55.3K	0.01%	1106
2025 Q3	$1.17M	Buy	9,876 +1,431	+17%	+$165K	0.01%	1056
2025 Q2	$888K	Sell	8,445 -1,034	-11%	-$103K	0.01%	1113
2025 Q1	$958K	Buy	9,479 +279	+3%	+$30.8K	0.01%	1002
2024 Q4	$1.04M	Buy	9,200 +653	+8%	+$75.5K	0.01%	950
2024 Q3	$935K	Buy	8,547 +2,997	+54%	+$292K	0.01%	929
2024 Q2	$463K	Buy	5,550 +2,099	+61%	+$172K	﹤0.01%	1165
2024 Q1	$300K	Buy	3,451 +809	+31%	+$65.8K	﹤0.01%	1317
2023 Q4	$221K	Buy	+2,642	New	+$186K	﹤0.01%	1364
2021 Q4	–	Sell	-165	Closed	-$16K	–	2426
2021 Q3	$16K	Buy	165 +102	+162%	+$9.3K	﹤0.01%	2024
2021 Q2	$6K	Buy	+63	New	+$5.98K	﹤0.01%	2117
2013 Q3	–	Sell	-5,600	Closed	-$313K	–	996
2013 Q2	$313K	Buy	+5,600	New	+$285K	0.01%	465

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

O'Shaughnessy Asset Management's UMBF Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its UMB Financial (UMBF) stake by 8.8% in Q1 2026, buying an estimated $99.9K and bringing the position to 10,218 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1113.

O'Shaughnessy Asset Management first reported a position in UMBF in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.17M in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

O'Shaughnessy Asset Management held 10,218 shares of UMB Financial worth $1.15M as of Q1 2026.
O'Shaughnessy Asset Management bought 830 UMB Financial shares in Q1 2026, an estimated $99.9K.
UMB Financial made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1113 holding.
O'Shaughnessy Asset Management first reported a position in UMB Financial in Q2 2013 and has held it in 13 quarters since.
O'Shaughnessy Asset Management's UMB Financial position peaked at $1.17M in Q3 2025.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.