Paragon Capital Management (Kansas)’s UMB Financial UMBF Stock Holding History

Paragon Capital Management (Kansas)’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	$2.75M	Hold	19,272	–	–	1.27%	22
2026 Q1	$2.17M	Hold	19,272	–	–	1.08%	24
2025 Q4	$2.22M	Buy	19,272 +3,669	+24%	+$416K	1.12%	22
2025 Q3	$1.85M	Hold	15,603	–	–	0.89%	26
2025 Q2	$1.64M	Buy	15,603 +2,340	+18%	+$233K	0.84%	25
2025 Q1	$1.34M	Hold	13,263	–	–	0.77%	23
2024 Q4	$1.5M	Sell	13,263 -2,540	-16%	-$294K	0.8%	21
2024 Q3	$1.66M	Buy	15,803 +2,340	+17%	+$228K	0.86%	23
2024 Q2	$1.12M	Hold	13,463	–	–	0.61%	26
2024 Q1	$1.17M	Hold	13,463	–	–	0.63%	26
2023 Q4	$1.12M	Hold	13,463	–	–	0.64%	25
2023 Q3	$835K	Sell	13,463 -2,000	-13%	-$130K	0.49%	30
2023 Q2	$942K	Hold	15,463	–	–	0.54%	30
2023 Q1	$893K	Sell	15,463 -315	-2%	-$25.6K	0.54%	30
2022 Q4	$1.32M	Hold	15,778	–	–	0.82%	26
2022 Q3	$1.33M	Hold	15,778	–	–	0.86%	25
2022 Q2	$1.36M	Hold	15,778	–	–	0.8%	27
2022 Q1	$1.53M	Hold	15,778	–	–	0.78%	26
2021 Q4	$1.67M	Hold	15,778	–	–	0.84%	26
2021 Q3	$1.53M	Hold	15,778	–	–	0.8%	26
2021 Q2	$1.47M	Sell	15,778 -1,100	-7%	-$104K	0.73%	26
2021 Q1	$1.6M	Sell	16,878 -2,840	-14%	-$235K	0.8%	26
2020 Q4	$1.36M	Hold	19,718	–	–	0.73%	25
2020 Q3	$966K	Sell	19,718 -1,000	-5%	-$50.5K	0.55%	24
2020 Q2	$1.07M	Hold	20,718	–	–	0.67%	24
2020 Q1	$961K	Sell	20,718 -3,700	-15%	-$225K	0.69%	22
2019 Q4	$1.68M	Hold	24,418	–	–	0.91%	23
2019 Q3	$1.58M	Hold	24,418	–	–	0.83%	27
2019 Q2	$1.61M	Sell	24,418 -316	-1%	-$20.8K	0.72%	29
2019 Q1	$1.58M	Buy	24,734 +5,330	+27%	+$352K	0.75%	28
2018 Q4	$1.18M	Hold	19,404	–	–	0.64%	30
2018 Q3	$1.38M	Buy	19,404 +9,760	+101%	+$733K	0.55%	32
2018 Q2	$482K	Sell	9,644 -9,760	-50%	-$750K	0.16%	46
2018 Q1	$1.4M	Hold	19,404	–	–	0.51%	30
2017 Q4	$1.4M	Sell	19,404 -2,359	-11%	-$173K	0.46%	32
2017 Q3	$1.62M	Hold	21,763	–	–	0.54%	29
2017 Q2	$1.63M	Buy	21,763 +2,359	+12%	+$173K	0.52%	31
2017 Q1	$1.46M	Sell	19,404 -1,000	-5%	-$76.5K	0.46%	32
2016 Q4	$1.57M	Hold	20,404	–	–	0.52%	33
2016 Q3	$1.21M	Hold	20,404	–	–	0.41%	33
2016 Q2	$1.08M	Hold	20,404	–	–	0.38%	34
2016 Q1	$1.05M	Hold	20,404	–	–	0.41%	32
2015 Q4	$949K	Hold	20,404	–	–	0.37%	33
2015 Q3	$1.04M	Hold	20,404	–	–	0.4%	35
2015 Q2	$1.16M	Hold	20,404	–	–	0.42%	35
2015 Q1	$1.08M	Hold	20,404	–	–	0.4%	33
2014 Q4	$1.16M	Sell	20,404 -1,720	-8%	-$96.9K	0.41%	33
2014 Q3	$1.21M	Buy	22,124 +1,720	+8%	+$99.3K	0.46%	33
2014 Q2	$1.29M	Hold	20,404	–	–	0.51%	33
2014 Q1	$1.32M	Hold	20,404	–	–	0.57%	35
2013 Q4	$1.31M	Hold	20,404	–	–	0.63%	34
2013 Q3	$1.11M	Hold	20,404	–	–	0.57%	33
2013 Q2	$1.14K	Buy	+20,404	New	+$1.04M	0.59%	35

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Paragon Capital Management (Kansas)'s UMBF Position: Q2 2026 in Review

Paragon Capital Management (Kansas) held its UMB Financial (UMBF) position steady in Q2 2026 at 19,272 shares worth $2.75M. The position accounts for 1.27% of the portfolio, ranked #22.

Paragon Capital Management (Kansas) first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. 479 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Paragon Capital Management (Kansas) held 19,272 shares of UMB Financial worth $2.75M as of Q2 2026.
Paragon Capital Management (Kansas) left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up 1.27% of Paragon Capital Management (Kansas)'s portfolio in Q2 2026, its #22 holding.
Paragon Capital Management (Kansas) first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
479 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Paragon Capital Management (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.