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Stembrook Asset Management’s UMB Financial UMBF Stock Holding History

Stembrook Asset 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 		$609K Hold
4,269
– – 0.53% 20
2026
Q1 		$482K Hold
4,269
– – 0.47% 20
2025
Q4 		$491K Buy
+4,269
New +$484K 0.46% 16

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

Stembrook Asset Management's UMBF Position: Q2 2026 in Review

Stembrook Asset Management held its UMB Financial (UMBF) position steady in Q2 2026 at 4,269 shares worth $609K. The position accounts for 0.53% of the portfolio, ranked #20.

Stembrook Asset Management 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.

  • Stembrook Asset Management held 4,269 shares of UMB Financial worth $609K as of Q2 2026.
  • Stembrook Asset Management left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 0.53% of Stembrook Asset Management's portfolio in Q2 2026, its #20 holding.
  • Stembrook Asset Management 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 Stembrook Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.