SG Americas Securities
UMBF icon

SG Americas Securities’s UMB Financial UMBF Stock Holding History

SG Americas Securities’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 		$310K Sell
2,173
-18,611
-90% -$2.39M ﹤0.01% 2564
2026
Q1 		$2.34M Buy
20,784
+8,013
+63% +$964K ﹤0.01% 1314
2025
Q4 		$1.47M Sell
12,771
-1,688
-12% -$191K ﹤0.01% 1728
2025
Q3 		$1.71M Buy
14,459
+12,647
+698% +$1.46M 0.01% 1041
2025
Q2 		$191K Sell
1,812
-10,974
-86% -$1.09M ﹤0.01% 2283
2025
Q1 		$1.29M Sell
12,786
-2,337
-15% -$258K ﹤0.01% 982
2024
Q4 		$1.71M Buy
15,123
+12,645
+510% +$1.46M 0.01% 644
2024
Q3 		$260K Buy
2,478
+1,016
+69% +$99K ﹤0.01% 2264
2024
Q2 		$122K Sell
1,462
-3,064
-68% -$251K ﹤0.01% 2439
2024
Q1 		$394K Buy
4,526
+1,719
+61% +$140K ﹤0.01% 1541
2023
Q4 		$235K Sell
2,807
-27,784
-91% -$1.95M ﹤0.01% 2018
2023
Q3 		$1.9M Buy
+30,591
New +$1.99M 0.02% 771
2023
Q2 		– Sell
-19,422
Closed -$1.12M – 3185
2023
Q1 		$1.12M Buy
19,422
+9,735
+100% +$791K 0.01% 1055
2022
Q4 		$809K Sell
9,687
-361
-4% -$30.3K 0.01% 1117
2022
Q3 		$847K Sell
10,048
-17,931
-64% -$1.62M 0.01% 1126
2022
Q2 		$2.41M Buy
27,979
+16,700
+148% +$1.51M 0.03% 638
2022
Q1 		$1.1M Buy
11,279
+1,268
+13% +$129K 0.01% 1363
2021
Q4 		$1.06M Sell
10,011
-16,249
-62% -$1.68M 0.01% 1601
2021
Q3 		$2.54M Buy
26,260
+12,858
+96% +$1.17M 0.01% 1059
2021
Q2 		$1.25M Buy
13,402
+2,655
+25% +$252K 0.01% 1415
2021
Q1 		$992K Sell
10,747
-16,612
-61% -$1.37M 0.01% 1546
2020
Q4 		$1.89M Buy
+27,359
New +$1.75M 0.01% 1125
2020
Q3 		– Sell
-29,359
Closed -$1.51M – 3469
2020
Q2 		$1.51M Sell
29,359
-42
-0.1% -$2.06K 0.01% 1030
2020
Q1 		$1.36M Buy
29,401
+23,737
+419% +$1.44M 0.01% 1077
2019
Q4 		$389K Sell
5,664
-29,267
-84% -$1.94M ﹤0.01% 1976
2019
Q3 		$2.26M Buy
34,931
+1,270
+4% +$82.1K 0.02% 880
2019
Q2 		$2.22M Buy
33,661
+3,249
+11% +$214K 0.02% 953
2019
Q1 		$1.95M Buy
30,412
+11,645
+62% +$770K 0.02% 852
2018
Q4 		$1.14M Sell
18,767
-26,309
-58% -$1.71M 0.01% 1232
2018
Q3 		$3.2M Buy
45,076
+11,013
+32% +$827K 0.02% 816
2018
Q2 		$2.6M Buy
34,063
+15,605
+85% +$1.2M 0.02% 774
2018
Q1 		$1.34M Buy
18,458
+13,652
+284% +$1.02M 0.01% 1120
2017
Q4 		$346K Buy
+4,806
New +$353K ﹤0.01% 2081
2017
Q3 		– Sell
-11,535
Closed -$864K – 3738
2017
Q2 		$864K Sell
11,535
-3,644
-24% -$267K 0.01% 1509
2017
Q1 		$1.14M Buy
15,179
+6,378
+72% +$488K 0.01% 1284
2016
Q4 		$679K Buy
8,801
+2,877
+49% +$200K 0.01% 1520
2016
Q3 		$352K Buy
+5,924
New +$339K ﹤0.01% 2020
2016
Q2 		– Sell
-5,598
Closed -$289K – 2991
2016
Q1 		$289K Buy
5,598
+3,204
+134% +$154K ﹤0.01% 2014
2015
Q4 		$111K Buy
+2,394
New +$121K ﹤0.01% 2354
2015
Q1 		– Sell
-10,683
Closed -$608K – 3069
2014
Q4 		$608K Buy
+10,683
New +$602K ﹤0.01% 1514
2014
Q2 		– Sell
-5,625
Closed -$364K – 2709
2014
Q1 		$364K Buy
5,625
+442
+9% +$27.6K ﹤0.01% 1634
2013
Q4 		$333K Sell
5,183
-4,010
-44% -$244K ﹤0.01% 1782
2013
Q3 		$500K Buy
9,193
+7,185
+358% +$419K ﹤0.01% 1611
2013
Q2 		$112K Buy
+2,008
New +$102K ﹤0.01% 2044

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

SG Americas Securities's UMBF Position: Q2 2026 in Review

SG Americas Securities reduced its UMB Financial (UMBF) stake by 90% in Q2 2026, selling an estimated $2.39M and leaving 2,173 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

SG Americas Securities first reported a position in UMBF in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.2M in Q3 2018. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • SG Americas Securities held 2,173 shares of UMB Financial worth $310K as of Q2 2026.
  • SG Americas Securities sold 18,611 UMB Financial shares in Q2 2026, an estimated $2.39M.
  • UMB Financial made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #2564 holding.
  • SG Americas Securities first reported a position in UMB Financial in Q2 2013 and has held it in 44 quarters since.
  • SG Americas Securities's UMB Financial position peaked at $3.2M in Q3 2018.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.