SPC
UMBF icon

Spirepoint Private Client’s UMB Financial UMBF Stock Holding History

Spirepoint Private Client’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 		$609K Buy
4,263
+511
+14% +$65.7K 0.05% 179
2026
Q1 		$423K Buy
3,752
+1,051
+39% +$127K 0.04% 205
2025
Q4 		$311K Buy
+2,701
New +$306K 0.03% 235

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

Spirepoint Private Client's UMBF Position: Q2 2026 in Review

Spirepoint Private Client increased its UMB Financial (UMBF) stake by 14% in Q2 2026, buying an estimated $65.7K and bringing the position to 4,263 shares worth $609K. The position accounts for 0.05% of the portfolio, ranked #179.

Spirepoint Private Client first reported a position in UMBF in Q4 2025 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Spirepoint Private Client held 4,263 shares of UMB Financial worth $609K as of Q2 2026.
  • Spirepoint Private Client bought 511 UMB Financial shares in Q2 2026, an estimated $65.7K.
  • UMB Financial made up 0.05% of Spirepoint Private Client's portfolio in Q2 2026, its #179 holding.
  • Spirepoint Private Client first reported a position in UMB Financial in Q4 2025 and has held it in 3 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.