Panagora Asset Management’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
Q2 | $290K | Hold |
2,032
| – | – | ﹤0.01% | 1039 |
|
|
2026
Q1 | $229K | Hold |
2,032
| – | – | ﹤0.01% | 1056 |
|
|
2025
Q4 | $234K | Hold |
2,032
| – | – | ﹤0.01% | 1077 |
|
|
2025
Q3 | $240K | Hold |
2,032
| – | – | ﹤0.01% | 1027 |
|
|
2025
Q2 | $214K | Sell |
2,032
-48
| -2% | -$4.79K | ﹤0.01% | 1034 |
|
|
2025
Q1 | $210K | Buy |
+2,080
| New | +$229K | ﹤0.01% | 1034 |
|
|
2021
Q3 | – | Sell |
-2,482
| Closed | -$231K | – | 2360 |
|
|
2021
Q2 | $231K | Buy |
2,482
+2,182
| +727% | +$207K | ﹤0.01% | 1623 |
|
|
2021
Q1 | $28K | Hold |
300
| – | – | ﹤0.01% | 2272 |
|
|
2020
Q4 | $21K | Hold |
300
| – | – | ﹤0.01% | 2187 |
|
|
2020
Q3 | $15K | Hold |
300
| – | – | ﹤0.01% | 2264 |
|
|
2020
Q2 | $15K | Sell |
300
-9,694
| -97% | -$475K | ﹤0.01% | 2188 |
|
|
2020
Q1 | $464K | Buy |
9,994
+9,694
| +3,231% | +$590K | ﹤0.01% | 1152 |
|
|
2019
Q4 | $21K | Hold |
300
| – | – | ﹤0.01% | 2036 |
|
|
2019
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 2087 |
|
|
2019
Q2 | $20K | Hold |
300
| – | – | ﹤0.01% | 2288 |
|
|
2019
Q1 | $19K | Hold |
300
| – | – | ﹤0.01% | 2275 |
|
|
2018
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 2238 |
|
|
2018
Q3 | $21K | Hold |
300
| – | – | ﹤0.01% | 2215 |
|
|
2018
Q2 | $23K | Hold |
300
| – | – | ﹤0.01% | 2170 |
|
|
2018
Q1 | $22K | Hold |
300
| – | – | ﹤0.01% | 2193 |
|
|
2017
Q4 | $22K | Hold |
300
| – | – | ﹤0.01% | 2162 |
|
|
2017
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 2168 |
|
|
2017
Q2 | $22K | Hold |
300
| – | – | ﹤0.01% | 2238 |
|
|
2017
Q1 | $23K | Hold |
300
| – | – | ﹤0.01% | 2149 |
|
|
2016
Q4 | $23K | Hold |
300
| – | – | ﹤0.01% | 2196 |
|
|
2016
Q3 | $18K | Hold |
300
| – | – | ﹤0.01% | 2275 |
|
|
2016
Q2 | $16K | Hold |
300
| – | – | ﹤0.01% | 2193 |
|
|
2016
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 2169 |
|
|
2015
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 2186 |
|
|
2015
Q3 | $15K | Hold |
300
| – | – | ﹤0.01% | 2183 |
|
|
2015
Q2 | $17K | Hold |
300
| – | – | ﹤0.01% | 2334 |
|
|
2015
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 2254 |
|
|
2014
Q4 | $17K | Sell |
300
-459
| -60% | -$25.9K | ﹤0.01% | 2194 |
|
|
2014
Q3 | $41K | Hold |
759
| – | – | ﹤0.01% | 2068 |
|
|
2014
Q2 | $48K | Buy |
759
+459
| +153% | +$27.4K | ﹤0.01% | 2106 |
|
|
2014
Q1 | $19K | Hold |
300
| – | – | ﹤0.01% | 2232 |
|
|
2013
Q4 | $19K | Sell |
300
-1,000
| -77% | -$60.7K | ﹤0.01% | 2102 |
|
|
2013
Q3 | $71K | Hold |
1,300
| – | – | ﹤0.01% | 1941 |
|
|
2013
Q2 | $72K | Buy |
+1,300
| New | +$66.2K | ﹤0.01% | 1931 |
|
Other funds holding UMBF
UB
Panagora Asset Management's UMBF Position: Q2 2026 in Review
Panagora Asset Management held its UMB Financial (UMBF) position steady in Q2 2026 at 2,032 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.
Panagora Asset Management first reported a position in UMBF in Q2 2013 and has held it in 39 quarters since. The position peaked at $464K in Q1 2020. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- Panagora Asset Management held 2,032 shares of UMB Financial worth $290K as of Q2 2026.
- Panagora Asset Management left its UMB Financial share count unchanged in Q2 2026.
- UMB Financial made up ﹤0.01% of Panagora Asset Management's portfolio in Q2 2026, its #1039 holding.
- Panagora Asset Management first reported a position in UMB Financial in Q2 2013 and has held it in 39 quarters since.
- Panagora Asset Management's UMB Financial position peaked at $464K in Q1 2020.
- 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.