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UMBF icon

Steve Schonfeld’s UMB Financial UMBF Stock Holding History

Steve Schonfeld’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 		$1M Buy
+7,021
New +$902K ﹤0.01% 1478
2025
Q3 		– Sell
-3,641
Closed -$383K – 2603
2025
Q2 		$383K Buy
+3,641
New +$363K ﹤0.01% 1627
2025
Q1 		– Sell
-13,160
Closed -$1.49M – 2509
2024
Q4 		$1.49M Buy
13,160
+8,603
+189% +$995K 0.01% 959
2024
Q3 		$479K Sell
4,557
-52,294
-92% -$5.1M ﹤0.01% 1452
2024
Q2 		$4.74M Sell
56,851
-16,156
-22% -$1.32M 0.03% 567
2024
Q1 		$6.35M Buy
+73,007
New +$5.94M 0.04% 549
2023
Q1 		– Sell
-5,244
Closed -$438K – 2675
2022
Q4 		$438K Buy
+5,244
New +$441K ﹤0.01% 1600
2022
Q3 		– Sell
-389,702
Closed -$33.6M – 3173
2022
Q2 		$33.6M Buy
389,702
+11,417
+3% +$1.03M 0.33% 55
2022
Q1 		$36.8M Buy
378,285
+22,404
+6% +$2.29M 0.33% 48
2021
Q4 		$37.8M Sell
355,881
-69,634
-16% -$7.18M 0.34% 48
2021
Q3 		$41.2M Buy
425,515
+76,104
+22% +$6.94M 0.42% 39
2021
Q2 		$32.5M Buy
349,411
+238,840
+216% +$22.7M 0.35% 51
2021
Q1 		$10.2M Buy
110,571
+5,349
+5% +$442K 0.12% 224
2020
Q4 		$7.26M Buy
+105,222
New +$6.75M 0.1% 298
2019
Q1 		– Sell
-6,121
Closed -$373K – 1295
2018
Q4 		$373K Buy
+6,121
New +$397K 0.01% 754

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

Steve Schonfeld's UMBF Position: Q2 2026 in Review

Steve Schonfeld opened a new position in UMB Financial (UMBF) in Q2 2026: 7,021 shares worth $1M. The stake represents ﹤0.01% of the portfolio and ranks #1478 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in UMBF as recently as Q2 2025.

Steve Schonfeld first reported a position in UMBF in Q4 2018 and has held it in 15 quarters since. The position peaked at $41.2M in Q3 2021. 479 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Steve Schonfeld held 7,021 shares of UMB Financial worth $1M as of Q2 2026.
  • UMB Financial was a new Steve Schonfeld position in Q2 2026.
  • UMB Financial made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1478 holding.
  • Steve Schonfeld first reported a position in UMB Financial in Q4 2018 and has held it in 15 quarters since.
  • Steve Schonfeld's UMB Financial position peaked at $41.2M in Q3 2021.
  • 479 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.