PFC
UMBF icon

Phocas Financial Corp’s UMB Financial UMBF Stock Holding History

Phocas Financial Corp’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 		$4.61M Sell
32,273
-1,679
-5% -$216K 0.64% 70
2026
Q1 		$3.83M Sell
33,952
-9,452
-22% -$1.14M 0.6% 70
2025
Q4 		$4.99M Sell
43,404
-104
-0.2% -$11.8K 0.65% 66
2025
Q3 		$5.15M Buy
43,508
+884
+2% +$102K 0.67% 68
2025
Q2 		$4.48M Buy
42,624
+6
+0% +$598 0.64% 70
2025
Q1 		$4.31M Buy
+42,618
New +$4.7M 0.66% 67

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

Phocas Financial Corp's UMBF Position: Q2 2026 in Review

Phocas Financial Corp reduced its UMB Financial (UMBF) stake by 4.9% in Q2 2026, selling an estimated $216K and leaving 32,273 shares worth $4.61M. The position accounts for 0.64% of the portfolio, ranked #70.

Phocas Financial Corp first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.15M in Q3 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Phocas Financial Corp held 32,273 shares of UMB Financial worth $4.61M as of Q2 2026.
  • Phocas Financial Corp sold 1,679 UMB Financial shares in Q2 2026, an estimated $216K.
  • UMB Financial made up 0.64% of Phocas Financial Corp's portfolio in Q2 2026, its #70 holding.
  • Phocas Financial Corp first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • Phocas Financial Corp's UMB Financial position peaked at $5.15M in Q3 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.