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Rothschild Investment LLC’s UMB Financial UMBF Stock Holding History

Rothschild Investment LLC’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 		$82.8K Buy
580
+287
+98% +$36.9K ﹤0.01% 1122
2026
Q1 		$33K Sell
293
-48
-14% -$5.78K ﹤0.01% 1237
2025
Q4 		$39.2K Sell
341
-1,080
-76% -$122K ﹤0.01% 1098
2025
Q3 		$168K Buy
1,421
+1,144
+413% +$132K 0.01% 658
2025
Q2 		$29.1K Buy
277
+6
+2% +$598 ﹤0.01% 926
2025
Q1 		$27.4K Buy
271
+221
+442% +$24.4K ﹤0.01% 918
2024
Q4 		$5.64K Buy
50
+5
+11% +$578 ﹤0.01% 1303
2024
Q3 		$4.73K Buy
45
+40
+800% +$3.9K ﹤0.01% 1315
2024
Q2 		$417 Hold
5
– – ﹤0.01% 2131
2024
Q1 		$435 Buy
+5
New +$407 ﹤0.01% 1404

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Rothschild Investment LLC's UMBF Position: Q2 2026 in Review

Rothschild Investment LLC increased its UMB Financial (UMBF) stake by 98% in Q2 2026, buying an estimated $36.9K and bringing the position to 580 shares worth $82.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Rothschild Investment LLC first reported a position in UMBF in Q1 2024 and has held it in 10 quarters since. The position peaked at $168K in Q3 2025. 229 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Rothschild Investment LLC held 580 shares of UMB Financial worth $82.8K as of Q2 2026.
  • Rothschild Investment LLC bought 287 UMB Financial shares in Q2 2026, an estimated $36.9K.
  • UMB Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1122 holding.
  • Rothschild Investment LLC first reported a position in UMB Financial in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's UMB Financial position peaked at $168K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.