PS
UMBF icon

Pinney & Scofield’s UMB Financial UMBF Stock Holding History

Pinney & Scofield’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 		$208K Buy
1,841
+495
+37% +$59.6K 0.11% 53
2025
Q4 		$155K Hold
1,346
– – 0.09% 59
2025
Q3 		$159K Hold
1,346
– – 0.1% 55
2025
Q2 		$142K Hold
1,346
– – 0.1% 58
2025
Q1 		$136K Hold
1,346
– – 0.1% 60
2024
Q4 		$152K Buy
+1,346
New +$156K 0.12% 57

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

Pinney & Scofield's UMBF Position: Q1 2026 in Review

Pinney & Scofield increased its UMB Financial (UMBF) stake by 37% in Q1 2026, buying an estimated $59.6K and bringing the position to 1,841 shares worth $208K. The position accounts for 0.11% of the portfolio, ranked #53.

Pinney & Scofield first reported a position in UMBF in Q4 2024 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Pinney & Scofield held 1,841 shares of UMB Financial worth $208K as of Q1 2026.
  • Pinney & Scofield bought 495 UMB Financial shares in Q1 2026, an estimated $59.6K.
  • UMB Financial made up 0.11% of Pinney & Scofield's portfolio in Q1 2026, its #53 holding.
  • Pinney & Scofield first reported a position in UMB Financial in Q4 2024 and has held it in 6 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

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