SJS Investment Consulting’s UMB Financial UMBF Stock Holding History

SJS Investment Consulting’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	$1.44M	Sell	10,063 -936	-9%	-$120K	0.16%	40
2026 Q1	$1.24M	Buy	10,999 +4	+0%	+$481	0.15%	39
2025 Q4	$1.26M	Hold	10,995	–	–	0.16%	38
2025 Q3	$1.3M	Sell	10,995 -13,000	-54%	-$1.5M	0.18%	38
2025 Q2	$2.52M	Sell	23,995 -23,266	-49%	-$2.32M	0.4%	23
2025 Q1	$4.78M	Buy	47,261 +47,249	+393,742%	+$5.21M	0.81%	16
2024 Q4	$1.35K	Sell	12 -2	-14%	-$231	﹤0.01%	892
2024 Q3	$1.47K	Hold	14	–	–	﹤0.01%	930
2024 Q2	$1.17K	Hold	14	–	–	﹤0.01%	967
2024 Q1	$1.22K	Sell	14 -1	-7%	-$81	﹤0.01%	960
2023 Q4	$1.25K	Buy	15 +2	+15%	+$141	﹤0.01%	852
2023 Q3	$807	Buy	13 +1	+8%	+$65	﹤0.01%	1021
2023 Q2	$731	Buy	12 +10	+500%	+$597	﹤0.01%	1021
2023 Q1	$116	Sell	2 -9	-82%	-$731	﹤0.01%	1445
2022 Q4	$919	Buy	11 +3	+38%	+$252	﹤0.01%	977
2022 Q3	$1K	Buy	+8	New	+$724	﹤0.01%	935
2022 Q1	$0	Buy	+2	New	+$204	﹤0.01%	1344

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SJS Investment Consulting's UMBF Position: Q2 2026 in Review

SJS Investment Consulting reduced its UMB Financial (UMBF) stake by 8.5% in Q2 2026, selling an estimated $120K and leaving 10,063 shares worth $1.44M. The position accounts for 0.16% of the portfolio, ranked #40.

SJS Investment Consulting first reported a position in UMBF in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.78M in Q1 2025. 123 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

SJS Investment Consulting held 10,063 shares of UMB Financial worth $1.44M as of Q2 2026.
SJS Investment Consulting sold 936 UMB Financial shares in Q2 2026, an estimated $120K.
UMB Financial made up 0.16% of SJS Investment Consulting's portfolio in Q2 2026, its #40 holding.
SJS Investment Consulting first reported a position in UMB Financial in Q1 2022 and has held it in 17 quarters since.
SJS Investment Consulting's UMB Financial position peaked at $4.78M in Q1 2025.
123 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.