Russell Investments Group
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Russell Investments Group’s UMB Financial UMBF Stock Holding History

Russell Investments 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
Q2 		$9.05M Buy
63,414
+29,489
+87% +$3.79M 0.01% 1135
2026
Q1 		$3.82M Buy
33,925
+2,913
+9% +$351K ﹤0.01% 1508
2025
Q4 		$3.57M Buy
31,012
+1,455
+5% +$165K ﹤0.01% 1533
2025
Q3 		$3.5M Buy
29,557
+4,099
+16% +$472K ﹤0.01% 1535
2025
Q2 		$2.68M Sell
25,458
-1,225
-5% -$122K ﹤0.01% 1582
2025
Q1 		$2.7M Sell
26,683
-61
-0.2% -$6.72K ﹤0.01% 1530
2024
Q4 		$3.02M Sell
26,744
-627
-2% -$72.5K ﹤0.01% 1440
2024
Q3 		$2.88M Sell
27,371
-2,660
-9% -$259K ﹤0.01% 1494
2024
Q2 		$2.51M Buy
30,031
+15
+0% +$1.23K ﹤0.01% 1528
2024
Q1 		$2.61M Buy
30,016
+567
+2% +$46.1K ﹤0.01% 1503
2023
Q4 		$2.46M Buy
29,449
+456
+2% +$32.1K ﹤0.01% 1498
2023
Q3 		$1.8M Sell
28,993
-18,579
-39% -$1.21M ﹤0.01% 1611
2023
Q2 		$2.9M Sell
47,572
-11,581
-20% -$691K 0.01% 1349
2023
Q1 		$3.41M Buy
59,153
+36,304
+159% +$2.95M 0.01% 1282
2022
Q4 		$1.91M Sell
22,849
-1,566
-6% -$132K ﹤0.01% 1621
2022
Q3 		$2.06M Buy
24,415
+1,231
+5% +$111K ﹤0.01% 1537
2022
Q2 		$1.99M Sell
23,184
-79
-0.3% -$7.16K ﹤0.01% 1589
2022
Q1 		$2.26M Sell
23,263
-1,775
-7% -$181K ﹤0.01% 1577
2021
Q4 		$2.65M Sell
25,038
-60,920
-71% -$6.28M ﹤0.01% 1648
2021
Q3 		$8.31M Sell
85,958
-30,249
-26% -$2.76M 0.01% 973
2021
Q2 		$10.8M Sell
116,207
-35,344
-23% -$3.36M 0.02% 897
2021
Q1 		$14M Sell
151,551
-22,041
-13% -$1.82M 0.02% 762
2020
Q4 		$12M Sell
173,592
-13,790
-7% -$884K 0.02% 754
2020
Q3 		$9.18M Sell
187,382
-7,956
-4% -$402K 0.02% 804
2020
Q2 		$10.1M Buy
195,338
+108,021
+124% +$5.29M 0.02% 724
2020
Q1 		$4.05M Sell
87,317
-2,247
-3% -$137K 0.01% 1078
2019
Q4 		$6.14M Buy
89,564
+9,701
+12% +$644K 0.01% 1098
2019
Q3 		$5.16M Buy
79,863
+6,397
+9% +$413K 0.01% 1182
2019
Q2 		$4.83M Buy
73,466
+2,639
+4% +$174K 0.01% 1243
2019
Q1 		$4.54M Buy
70,827
+4,422
+7% +$292K 0.01% 1275
2018
Q4 		$4.05M Sell
66,405
-8,702
-12% -$564K 0.01% 1237
2018
Q3 		$5.33M Sell
75,107
-131,348
-64% -$9.87M 0.01% 1268
2018
Q2 		$15.7M Buy
206,455
+63,864
+45% +$4.91M 0.03% 658
2018
Q1 		$10.3M Sell
142,591
-73,812
-34% -$5.53M 0.02% 964
2017
Q4 		$15.8M Sell
216,403
-9,604
-4% -$705K 0.03% 765
2017
Q3 		$16.8M Buy
226,007
+17,540
+8% +$1.23M 0.03% 703
2017
Q2 		$15.6M Buy
208,467
+19,477
+10% +$1.43M 0.03% 706
2017
Q1 		$14.2M Sell
188,990
-16,478
-8% -$1.26M 0.03% 707
2016
Q4 		$16M Buy
+205,468
New +$14.3M 0.03% 649

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

Russell Investments Group's UMBF Position: Q2 2026 in Review

Russell Investments Group increased its UMB Financial (UMBF) stake by 87% in Q2 2026, buying an estimated $3.79M and bringing the position to 63,414 shares worth $9.05M. The position accounts for 0.01% of the portfolio, ranked #1135.

Russell Investments Group first reported a position in UMBF in Q4 2016 and has held it in 39 quarters since. The position peaked at $16.8M in Q3 2017. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Russell Investments Group held 63,414 shares of UMB Financial worth $9.05M as of Q2 2026.
  • Russell Investments Group bought 29,489 UMB Financial shares in Q2 2026, an estimated $3.79M.
  • UMB Financial made up 0.01% of Russell Investments Group's portfolio in Q2 2026, its #1135 holding.
  • Russell Investments Group first reported a position in UMB Financial in Q4 2016 and has held it in 39 quarters since.
  • Russell Investments Group's UMB Financial position peaked at $16.8M in Q3 2017.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.