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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
Q2 		$263K Hold
1,841
– – 0.13% 49
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 $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

Pinney & Scofield's UMBF Position: Q2 2026 in Review

Pinney & Scofield held its UMB Financial (UMBF) position steady in Q2 2026 at 1,841 shares worth $263K. The position accounts for 0.13% of the portfolio, ranked #49.

Pinney & Scofield first reported a position in UMBF in Q4 2024 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Pinney & Scofield held 1,841 shares of UMB Financial worth $263K as of Q2 2026.
  • Pinney & Scofield left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 0.13% of Pinney & Scofield's portfolio in Q2 2026, its #49 holding.
  • Pinney & Scofield first reported a position in UMB Financial in Q4 2024 and has held it in 7 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.