PCM
UMBF icon

Peregrine Capital Management’s UMB Financial UMBF Stock Holding History

Peregrine Capital Management’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 		$28.6K Buy
200
+90
+82% +$11.6K ﹤0.01% 262
2026
Q1 		$12.4K Sell
110
-48,741
-100% -$5.87M ﹤0.01% 279
2025
Q4 		$5.62M Sell
48,851
-2,415
-5% -$274K 0.17% 171
2025
Q3 		$6.07M Sell
51,266
-153
-0.3% -$17.6K 0.18% 168
2025
Q2 		$5.41M Sell
51,419
-8,371
-14% -$835K 0.16% 179
2025
Q1 		$6.04M Sell
59,790
-3,264
-5% -$360K 0.2% 153
2024
Q4 		$7.12M Sell
63,054
-9,222
-13% -$1.07M 0.21% 132
2024
Q3 		$7.6M Sell
72,276
-15,324
-17% -$1.49M 0.23% 115
2024
Q2 		$7.31M Buy
+87,600
New +$7.18M 0.21% 160

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

Peregrine Capital Management's UMBF Position: Q2 2026 in Review

Peregrine Capital Management increased its UMB Financial (UMBF) stake by 82% in Q2 2026, buying an estimated $11.6K and bringing the position to 200 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Peregrine Capital Management first reported a position in UMBF in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.6M in Q3 2024. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Peregrine Capital Management held 200 shares of UMB Financial worth $28.6K as of Q2 2026.
  • Peregrine Capital Management bought 90 UMB Financial shares in Q2 2026, an estimated $11.6K.
  • UMB Financial made up ﹤0.01% of Peregrine Capital Management's portfolio in Q2 2026, its #262 holding.
  • Peregrine Capital Management first reported a position in UMB Financial in Q2 2024 and has held it in 9 quarters since.
  • Peregrine Capital Management's UMB Financial position peaked at $7.6M in Q3 2024.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Peregrine Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.