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Prudential plc’s UMB Financial UMBF Stock Holding History

Prudential plc’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 		$5.44M Buy
38,139
+728
+2% +$93.6K 0.03% 277
2026
Q1 		$4.22M Buy
+37,411
New +$4.5M 0.02% 302
2023
Q2 		– Sell
-9,803
Closed -$566K – 932
2023
Q1 		$566K Sell
9,803
-276
-3% -$22.4K 0.01% 718
2022
Q4 		$842K Sell
10,079
-306
-3% -$25.7K 0.01% 599
2022
Q3 		$875K Buy
+10,385
New +$940K 0.01% 435

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

Prudential plc's UMBF Position: Q2 2026 in Review

Prudential plc increased its UMB Financial (UMBF) stake by 1.9% in Q2 2026, buying an estimated $93.6K and bringing the position to 38,139 shares worth $5.44M. The position accounts for 0.03% of the portfolio, ranked #277.

Prudential plc first reported a position in UMBF in Q3 2022 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Prudential plc held 38,139 shares of UMB Financial worth $5.44M as of Q2 2026.
  • Prudential plc bought 728 UMB Financial shares in Q2 2026, an estimated $93.6K.
  • UMB Financial made up 0.03% of Prudential plc's portfolio in Q2 2026, its #277 holding.
  • Prudential plc first reported a position in UMB Financial in Q3 2022 and has held it in 5 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Prudential plc's 13F filing for Q2 2026, filed 14 Aug 2026.