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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
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 $5.72T AUM 30.48% 1-Year Est. Return
UB
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

&Partners's UMBF Position: Q1 2026 in Review

&Partners increased its UMB Financial (UMBF) stake by 22% in Q1 2026, buying an estimated $130K and bringing the position to 5,900 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

&Partners first reported a position in UMBF in Q2 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • &Partners held 5,900 shares of UMB Financial worth $665K as of Q1 2026.
  • &Partners bought 1,077 UMB Financial shares in Q1 2026, an estimated $130K.
  • UMB Financial made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1534 holding.
  • &Partners first reported a position in UMB Financial in Q2 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.