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Savant Capital’s UMB Financial UMBF Stock Holding History

Savant Capital’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 		$855K Buy
6,555
+3,822
+140% +$491K ﹤0.01% 951
2026
Q1 		$308K Buy
+2,733
New +$329K ﹤0.01% 1160
2025
Q4 		– Sell
-3,749
Closed -$444K – 1432
2025
Q3 		$444K Buy
+3,749
New +$432K ﹤0.01% 845
2025
Q1 		– Sell
-2,423
Closed -$273K – 1412
2024
Q4 		$273K Buy
2,423
+34
+1% +$3.93K ﹤0.01% 1155
2024
Q3 		$251K Buy
+2,389
New +$233K ﹤0.01% 1169
2024
Q2 		– Sell
-4,744
Closed -$413K – 1341
2024
Q1 		$413K Buy
+4,744
New +$386K ﹤0.01% 795

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

Savant Capital's UMBF Position: Q2 2026 in Review

Savant Capital increased its UMB Financial (UMBF) stake by 140% in Q2 2026, buying an estimated $491K and bringing the position to 6,555 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Savant Capital first reported a position in UMBF in Q1 2024 and has held it in 6 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Savant Capital held 6,555 shares of UMB Financial worth $855K as of Q2 2026.
  • Savant Capital bought 3,822 UMB Financial shares in Q2 2026, an estimated $491K.
  • UMB Financial made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #951 holding.
  • Savant Capital first reported a position in UMB Financial in Q1 2024 and has held it in 6 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.