Raymond James Financial
UMBF icon

Raymond James Financial’s UMB Financial UMBF Stock Holding History

Raymond James Financial’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 		$32.2M Buy
285,310
+9,707
+4% +$1.17M 0.01% 1144
2025
Q4 		$31.7M Sell
275,603
-2,194
-0.8% -$249K 0.01% 1126
2025
Q3 		$32.9M Buy
277,797
+63,907
+30% +$7.37M 0.01% 1068
2025
Q2 		$22.5M Buy
213,890
+46,495
+28% +$4.64M 0.01% 1277
2025
Q1 		$16.9M Buy
167,395
+66,770
+66% +$7.36M 0.01% 1441
2024
Q4 		$11.4M Buy
+100,625
New +$11.6M ﹤0.01% 1747

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Raymond James Financial's UMBF Position: Q1 2026 in Review

Raymond James Financial increased its UMB Financial (UMBF) stake by 3.5% in Q1 2026, buying an estimated $1.17M and bringing the position to 285,310 shares worth $32.2M. The position accounts for 0.01% of the portfolio, ranked #1144.

Raymond James Financial first reported a position in UMBF in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.9M in Q3 2025. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Raymond James Financial held 285,310 shares of UMB Financial worth $32.2M as of Q1 2026.
  • Raymond James Financial bought 9,707 UMB Financial shares in Q1 2026, an estimated $1.17M.
  • UMB Financial made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1144 holding.
  • Raymond James Financial first reported a position in UMB Financial in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's UMB Financial position peaked at $32.9M in Q3 2025.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.