Shelton Capital Management’s UMB Financial UMBF Stock Holding History

Shelton Capital Management’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	$330K	Sell	2,311 -103	-4%	-$13.2K	0.01%	507
2026 Q1	$272K	Hold	2,414	–	–	0.01%	546
2025 Q4	$278K	Hold	2,414	–	–	0.01%	522
2025 Q3	$286K	Hold	2,414	–	–	0.01%	527
2025 Q2	$254K	Sell	2,414 -55	-2%	-$5.48K	0.01%	563
2025 Q1	$250K	Buy	+2,469	New	+$272K	0.01%	555
2022 Q4	–	Sell	-2,395	Closed	-$202K	–	738
2022 Q3	$202K	Hold	2,395	–	–	0.01%	647
2022 Q2	$206K	Hold	2,395	–	–	0.01%	660
2022 Q1	$233K	Hold	2,395	–	–	0.01%	698
2021 Q4	$254K	Hold	2,395	–	–	0.01%	657
2021 Q3	$232K	Hold	2,395	–	–	0.01%	689
2021 Q2	$223K	Hold	2,395	–	–	0.01%	738
2021 Q1	$221K	Buy	+2,395	New	+$198K	0.01%	725
2019 Q2	–	Sell	-211	Closed	-$3.3K	–	880
2019 Q1	$3.3K	Sell	211 -3,089	-94%	-$204K	0.01%	693
2018 Q4	$201K	Hold	3,300	–	–	0.01%	706
2018 Q3	$234K	Hold	3,300	–	–	0.01%	755
2018 Q2	$252K	Hold	3,300	–	–	0.02%	668
2018 Q1	$239K	Hold	3,300	–	–	0.02%	681
2017 Q4	$237K	Hold	3,300	–	–	0.02%	722
2017 Q3	$246K	Hold	3,300	–	–	0.02%	678
2017 Q2	$247K	Hold	3,300	–	–	0.02%	694
2017 Q1	$249K	Sell	3,300 -215	-6%	-$16.4K	0.02%	683
2016 Q4	$271K	Hold	3,515	–	–	0.02%	670
2016 Q3	$209K	Buy	+3,515	New	+$201K	0.02%	732

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

Shelton Capital Management's UMBF Position: Q2 2026 in Review

Shelton Capital Management reduced its UMB Financial (UMBF) stake by 4.3% in Q2 2026, selling an estimated $13.2K and leaving 2,311 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #507.

Shelton Capital Management first reported a position in UMBF in Q3 2016 and has held it in 24 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Shelton Capital Management held 2,311 shares of UMB Financial worth $330K as of Q2 2026.
Shelton Capital Management sold 103 UMB Financial shares in Q2 2026, an estimated $13.2K.
UMB Financial made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #507 holding.
Shelton Capital Management first reported a position in UMB Financial in Q3 2016 and has held it in 24 quarters since.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.