Steele Capital Management
UMBF icon

Steele Capital Management’s UMB Financial UMBF Stock Holding History

Steele 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
Q3 		$1.62M Buy
12,436
+61
+0.5% +$8.7K 0.06% 69
2026
Q2 		$1.77M Buy
12,375
+4
+0% +$514 0.07% 69
2026
Q1 		$1.4M Buy
12,371
+4
+0% +$481 0.06% 70
2025
Q4 		$1.43M Buy
12,367
+4
+0% +$453 0.06% 62
2025
Q3 		$1.47M Buy
+12,363
New +$1.42M 0.07% 63

Other funds holding UMBF

UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Steele Capital Management's UMBF Position: Q3 2026 in Review

Steele Capital Management increased its UMB Financial (UMBF) stake by 0.49% in Q3 2026, buying an estimated $8.7K and bringing the position to 12,436 shares worth $1.62M. The position accounts for 0.06% of the portfolio, ranked #69.

Steele Capital Management first reported a position in UMBF in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.77M in Q2 2026. 266 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Steele Capital Management held 12,436 shares of UMB Financial worth $1.62M as of Q3 2026.
  • Steele Capital Management bought 61 UMB Financial shares in Q3 2026, an estimated $8.7K.
  • UMB Financial made up 0.06% of Steele Capital Management's portfolio in Q3 2026, its #69 holding.
  • Steele Capital Management first reported a position in UMB Financial in Q3 2025 and has held it in 5 quarters since.
  • Steele Capital Management's UMB Financial position peaked at $1.77M in Q2 2026.
  • 266 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Steele Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.