PU
UMBF icon

Petiole USA’s UMB Financial UMBF Stock Holding History

Petiole USA’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 		$4.81M Buy
42,622
+18,500
+77% +$2.23M 3.36% 13
2025
Q4 		$2.77M Hold
24,122
– – 1.8% 24
2025
Q3 		$2.85M Hold
24,122
– – 1.97% 23
2025
Q2 		$2.54M Hold
24,122
– – 1.79% 26
2025
Q1 		$2.44M Buy
+24,122
New +$2.66M 1.72% 27

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

Petiole USA's UMBF Position: Q1 2026 in Review

Petiole USA increased its UMB Financial (UMBF) stake by 77% in Q1 2026, buying an estimated $2.23M and bringing the position to 42,622 shares worth $4.81M. The position accounts for 3.36% of the portfolio, ranked #13.

Petiole USA first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Petiole USA held 42,622 shares of UMB Financial worth $4.81M as of Q1 2026.
  • Petiole USA bought 18,500 UMB Financial shares in Q1 2026, an estimated $2.23M.
  • UMB Financial made up 3.36% of Petiole USA's portfolio in Q1 2026, its #13 holding.
  • Petiole USA first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Petiole USA's 13F filing for Q1 2026, filed 14 May 2026.