Quadrant Capital Group’s UMB Financial UMBF Stock Holding History

Quadrant Capital Group’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	$2.01M	Buy	17,777 +89	+0.5%	+$10.7K	0.06%	271
2025 Q4	$2.03M	Buy	17,688 +1,128	+7%	+$128K	0.06%	251
2025 Q3	$1.96M	Buy	16,560 +129	+0.8%	+$14.9K	0.06%	258
2025 Q2	$1.73M	Sell	16,431 -605	-4%	-$60.3K	0.06%	267
2025 Q1	$1.72M	Buy	17,036 +14,383	+542%	+$1.59M	0.06%	232
2024 Q4	$299K	Sell	2,653 -73	-3%	-$8.44K	0.02%	484
2024 Q3	$287K	Buy	2,726 +2	+0.1%	+$195	0.02%	530
2024 Q2	$227K	Sell	2,724 -7	-0.3%	-$574	0.02%	580
2024 Q1	$238K	Sell	2,731 -12	-0.4%	-$976	0.02%	554
2023 Q4	$229K	Buy	2,743 +819	+43%	+$57.6K	0.02%	542
2023 Q3	$119K	Buy	1,924 +24	+1%	+$1.56K	0.01%	773
2023 Q2	$116K	Buy	1,900 +682	+56%	+$40.7K	0.01%	783
2023 Q1	$70.3K	Sell	1,218 -150	-11%	-$12.2K	0.01%	1036
2022 Q4	$114K	Buy	1,368 +998	+270%	+$83.9K	0.01%	708
2022 Q3	$31K	Buy	370 +124	+50%	+$11.2K	﹤0.01%	1310
2022 Q2	$21K	Buy	246 +182	+284%	+$16.5K	﹤0.01%	1293
2022 Q1	$6K	Hold	64	–	–	﹤0.01%	1874
2021 Q4	$7K	Sell	64 -10	-14%	-$1.03K	﹤0.01%	1779
2021 Q3	$7K	Sell	74 -8	-10%	-$730	﹤0.01%	1767
2021 Q2	$8K	Buy	82 +5	+6%	+$475	﹤0.01%	1689
2021 Q1	$7K	Buy	77 +8	+12%	+$661	﹤0.01%	1671
2020 Q4	$5K	Buy	69 +5	+8%	+$321	﹤0.01%	1713
2020 Q3	$3K	Sell	64 -21	-25%	-$1.06K	﹤0.01%	1757
2020 Q2	$4K	Sell	85 -300	-78%	-$14.7K	﹤0.01%	1755
2020 Q1	$17K	Buy	385 +356	+1,228%	+$21.7K	﹤0.01%	1327
2019 Q4	$1K	Buy	29 +3	+12%	+$199	﹤0.01%	2358
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	2231
2019 Q2	$1K	Sell	26 -442	-94%	-$29.1K	﹤0.01%	2258
2019 Q1	$29K	Buy	468 +442	+1,700%	+$29.2K	0.01%	1409
2018 Q4	$1K	Hold	26	–	–	﹤0.01%	2104
2018 Q3	$1K	Hold	26	–	–	﹤0.01%	2047
2018 Q2	$1K	Hold	26	–	–	﹤0.01%	2067
2018 Q1	$1K	Hold	26	–	–	﹤0.01%	2056
2017 Q4	$1K	Hold	26	–	–	﹤0.01%	2005
2017 Q3	$1K	Hold	26	–	–	﹤0.01%	2020
2017 Q2	$0	Hold	26	–	–	﹤0.01%	2071
2017 Q1	$1K	Hold	26	–	–	﹤0.01%	1897
2016 Q4	$2K	Hold	26	–	–	﹤0.01%	1548
2016 Q3	$1K	Hold	26	–	–	﹤0.01%	1804
2016 Q2	$1K	Hold	26	–	–	﹤0.01%	1779
2016 Q1	$1K	Buy	+26	New	+$1.25K	﹤0.01%	1614

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Quadrant Capital Group's UMBF Position: Q1 2026 in Review

Quadrant Capital Group increased its UMB Financial (UMBF) stake by 0.5% in Q1 2026, buying an estimated $10.7K and bringing the position to 17,777 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #271.

Quadrant Capital Group first reported a position in UMBF in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.03M in Q4 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Quadrant Capital Group held 17,777 shares of UMB Financial worth $2.01M as of Q1 2026.
Quadrant Capital Group bought 89 UMB Financial shares in Q1 2026, an estimated $10.7K.
UMB Financial made up 0.06% of Quadrant Capital Group's portfolio in Q1 2026, its #271 holding.
Quadrant Capital Group first reported a position in UMB Financial in Q1 2016 and has held it in 41 quarters since.
Quadrant Capital Group's UMB Financial position peaked at $2.03M in Q4 2025.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Quadrant Capital Group's 13F filing for Q1 2026, filed 11 May 2026.