Salomon & Ludwin’s UMB Financial UMBF Stock Holding History

Salomon & Ludwin’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	$5.1K	Hold	35	–	–	﹤0.01%	1820
2026 Q1	$4.03K	Hold	35	–	–	﹤0.01%	1815
2025 Q4	$4.19K	Hold	35	–	–	﹤0.01%	1843
2025 Q3	$4.18K	Buy	+35	New	+$4.03K	﹤0.01%	1797

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Salomon & Ludwin's UMBF Position: Q2 2026 in Review

Salomon & Ludwin held its UMB Financial (UMBF) position steady in Q2 2026 at 35 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Salomon & Ludwin first reported a position in UMBF in Q3 2025 and has held it in 4 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Salomon & Ludwin held 35 shares of UMB Financial worth $5.1K as of Q2 2026.
Salomon & Ludwin left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1820 holding.
Salomon & Ludwin first reported a position in UMB Financial in Q3 2025 and has held it in 4 quarters since.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.