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PMC FIG Opportunities’s UMB Financial UMBF Stock Holding History

PMC FIG Opportunities’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 		– Sell
-7,302
Closed -$824K – 46
2026
Q1 		$824K Buy
+7,302
New +$879K 1.27% 25
2025
Q3 		– Sell
-27,228
Closed -$2.86M – 46
2025
Q2 		$2.86M Buy
27,228
+7,228
+36% +$721K 4.22% 6
2025
Q1 		$2.02M Buy
+20,000
New +$2.21M 4.94% 8
2024
Q2 		– Sell
-26,058
Closed -$2.27M – 41
2024
Q1 		$2.27M Buy
+26,058
New +$2.12M 3.4% 14

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

PMC FIG Opportunities's UMBF Position: Q2 2026 in Review

PMC FIG Opportunities sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 7,302 shares — an estimated $824K sold.

PMC FIG Opportunities first reported a position in UMBF in Q1 2024 and held it in 4 quarters. The position peaked at $2.86M in Q2 2025. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • PMC FIG Opportunities reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • PMC FIG Opportunities sold 7,302 UMB Financial shares in Q2 2026, an estimated $824K.
  • PMC FIG Opportunities first reported a position in UMB Financial in Q1 2024 and held it in 4 quarters.
  • PMC FIG Opportunities's UMB Financial position peaked at $2.86M in Q2 2025.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on PMC FIG Opportunities's 13F filing for Q2 2026, filed 14 Aug 2026.