Pathstone Holdings
UMBF icon

Pathstone Holdings’s UMB Financial UMBF Stock Holding History

Pathstone Holdings’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 		$3.43M Buy
24,036
+247
+1% +$31.7K 0.01% 827
2026
Q1 		$2.68M Sell
23,789
-1,087
-4% -$131K 0.01% 881
2025
Q4 		$2.86M Buy
24,876
+1,968
+9% +$223K 0.01% 844
2025
Q3 		$2.71M Buy
22,908
+1,787
+8% +$206K 0.01% 866
2025
Q2 		$2.22M Buy
21,121
+10,455
+98% +$1.04M 0.01% 935
2025
Q1 		$1.08M Buy
10,666
+2,504
+31% +$276K ﹤0.01% 1339
2024
Q4 		$923K Buy
8,162
+752
+10% +$87K ﹤0.01% 1406
2024
Q3 		$780K Buy
7,410
+163
+2% +$15.9K ﹤0.01% 1500
2024
Q2 		$606K Buy
7,247
+361
+5% +$29.6K ﹤0.01% 1591
2024
Q1 		$601K Buy
6,886
+316
+5% +$25.7K ﹤0.01% 1589
2023
Q4 		$551K Buy
+6,570
New +$462K ﹤0.01% 1443

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

Pathstone Holdings's UMBF Position: Q2 2026 in Review

Pathstone Holdings increased its UMB Financial (UMBF) stake by 1% in Q2 2026, buying an estimated $31.7K and bringing the position to 24,036 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #827.

Pathstone Holdings first reported a position in UMBF in Q4 2023 and has held it in 11 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Pathstone Holdings held 24,036 shares of UMB Financial worth $3.43M as of Q2 2026.
  • Pathstone Holdings bought 247 UMB Financial shares in Q2 2026, an estimated $31.7K.
  • UMB Financial made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #827 holding.
  • Pathstone Holdings first reported a position in UMB Financial in Q4 2023 and has held it in 11 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.