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&Partners’s UMB Financial UMBF Stock Holding History

&Partners’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 		$828K Sell
5,799
-101
-2% -$13K ﹤0.01% 1527
2026
Q1 		$665K Buy
5,900
+1,077
+22% +$130K ﹤0.01% 1534
2025
Q4 		$550K Buy
4,823
+1,701
+54% +$193K ﹤0.01% 1555
2025
Q3 		$371K Buy
3,122
+179
+6% +$20.6K ﹤0.01% 1635
2025
Q2 		$310K Buy
+2,943
New +$293K ﹤0.01% 1609

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

&Partners's UMBF Position: Q2 2026 in Review

&Partners reduced its UMB Financial (UMBF) stake by 1.7% in Q2 2026, selling an estimated $13K and leaving 5,799 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

&Partners first reported a position in UMBF in Q2 2025 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • &Partners held 5,799 shares of UMB Financial worth $828K as of Q2 2026.
  • &Partners sold 101 UMB Financial shares in Q2 2026, an estimated $13K.
  • UMB Financial made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1527 holding.
  • &Partners first reported a position in UMB Financial in Q2 2025 and has held it in 5 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.