Schroder Investment Management Group
UMBF icon

Schroder Investment Management Group’s UMB Financial UMBF Stock Holding History

Schroder Investment Management 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 		$57M Buy
401,467
+79,557
+25% +$10.2M 0.04% 322
2026
Q1 		$35.4M Sell
321,910
-158,603
-33% -$19.1M 0.03% 401
2025
Q4 		$56.1M Sell
480,513
-23,179
-5% -$2.63M 0.04% 281
2025
Q3 		$59.7M Buy
503,692
+127,911
+34% +$14.7M 0.05% 265
2025
Q2 		$39.8M Sell
375,781
-2,833
-0.7% -$282K 0.03% 352
2025
Q1 		$37.9M Buy
+378,614
New +$41.7M 0.04% 345

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

Schroder Investment Management Group's UMBF Position: Q2 2026 in Review

Schroder Investment Management Group increased its UMB Financial (UMBF) stake by 25% in Q2 2026, buying an estimated $10.2M and bringing the position to 401,467 shares worth $57M. The position accounts for 0.04% of the portfolio, ranked #322.

Schroder Investment Management Group first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. The position peaked at $59.7M in Q3 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Schroder Investment Management Group held 401,467 shares of UMB Financial worth $57M as of Q2 2026.
  • Schroder Investment Management Group bought 79,557 UMB Financial shares in Q2 2026, an estimated $10.2M.
  • UMB Financial made up 0.04% of Schroder Investment Management Group's portfolio in Q2 2026, its #322 holding.
  • Schroder Investment Management Group first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • Schroder Investment Management Group's UMB Financial position peaked at $59.7M in Q3 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.