Sterling Capital Management’s UMB Financial UMBF Stock Holding History

Sterling 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	$1.07M	Sell	7,514 -1,143	-13%	-$147K	0.02%	523
2026 Q1	$976K	Sell	8,657 -2,111	-20%	-$254K	0.02%	510
2025 Q4	$1.24M	Sell	10,768 -1,328	-11%	-$150K	0.02%	570
2025 Q3	$1.43M	Buy	12,096 +2,287	+23%	+$264K	0.02%	511
2025 Q2	$1.03M	Sell	9,809 -3,840	-28%	-$383K	0.01%	618
2025 Q1	$1.38M	Sell	13,649 -790	-5%	-$87.1K	0.02%	492
2024 Q4	$1.63M	Buy	14,439 +3,938	+38%	+$455K	0.02%	479
2024 Q3	$1.1M	Buy	+10,501	New	+$1.02M	0.01%	560
2019 Q3	–	Sell	-9,200	Closed	-$606K	–	926
2019 Q2	$606K	Buy	9,200 +212	+2%	+$14K	0.01%	729
2019 Q1	$576K	Buy	8,988 +1,577	+21%	+$104K	0.01%	729
2018 Q4	$452K	Sell	7,411 -1,744	-19%	-$113K	﹤0.01%	759
2018 Q3	$649K	Buy	+9,155	New	+$688K	0.01%	755

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

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

Sterling Capital Management reduced its UMB Financial (UMBF) stake by 13% in Q2 2026, selling an estimated $147K and leaving 7,514 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #523.

Sterling Capital Management first reported a position in UMBF in Q3 2018 and has held it in 12 quarters since. The position peaked at $1.63M in Q4 2024. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Sterling Capital Management held 7,514 shares of UMB Financial worth $1.07M as of Q2 2026.
Sterling Capital Management sold 1,143 UMB Financial shares in Q2 2026, an estimated $147K.
UMB Financial made up 0.02% of Sterling Capital Management's portfolio in Q2 2026, its #523 holding.
Sterling Capital Management first reported a position in UMB Financial in Q3 2018 and has held it in 12 quarters since.
Sterling Capital Management's UMB Financial position peaked at $1.63M in Q4 2024.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.