PFO
UMBF icon

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
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 $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

PMC FIG Opportunities's UMBF Position: Q1 2026 in Review

PMC FIG Opportunities opened a new position in UMB Financial (UMBF) in Q1 2026: 7,302 shares worth $824K. The stake represents 1.27% of the portfolio and ranks #25 among its holdings. This is a return to the name: PMC FIG Opportunities previously reported a position in UMBF as recently as Q2 2025.

PMC FIG Opportunities first reported a position in UMBF in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.86M in Q2 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • PMC FIG Opportunities held 7,302 shares of UMB Financial worth $824K as of Q1 2026.
  • UMB Financial was a new PMC FIG Opportunities position in Q1 2026.
  • UMB Financial made up 1.27% of PMC FIG Opportunities's portfolio in Q1 2026, its #25 holding.
  • PMC FIG Opportunities first reported a position in UMB Financial in Q1 2024 and has held it in 4 quarters since.
  • PMC FIG Opportunities's UMB Financial position peaked at $2.86M in Q2 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on PMC FIG Opportunities's 13F filing for Q1 2026, filed 15 May 2026.