Stieven Capital Advisors’s UMB Financial UMBF Stock Holding History

Stieven Capital Advisors’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	$29.1M	Sell	204,065 -24,724	-11%	-$3.18M	5.56%	4
2026 Q1	$25.8M	Sell	228,789 -800	-0.3%	-$96.3K	5.51%	4
2025 Q4	$26.4M	Sell	229,589 -500	-0.2%	-$56.6K	4.9%	4
2025 Q3	$27.2M	Buy	230,089 +3,300	+1%	+$380K	5.13%	4
2025 Q2	$23.8M	Buy	226,789 +18,200	+9%	+$1.81M	4.65%	3
2025 Q1	$21.1M	Buy	+208,589	New	+$23M	4.08%	4
2013 Q4	–	Sell	-65,000	Closed	-$3.53M	–	61
2013 Q3	$3.53M	Buy	+65,000	New	+$3.79M	1.6%	28

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

Stieven Capital Advisors's UMBF Position: Q2 2026 in Review

Stieven Capital Advisors reduced its UMB Financial (UMBF) stake by 11% in Q2 2026, selling an estimated $3.18M and leaving 204,065 shares worth $29.1M. The position accounts for 5.56% of the portfolio, ranked #4.

Stieven Capital Advisors first reported a position in UMBF in Q3 2013 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Stieven Capital Advisors held 204,065 shares of UMB Financial worth $29.1M as of Q2 2026.
Stieven Capital Advisors sold 24,724 UMB Financial shares in Q2 2026, an estimated $3.18M.
UMB Financial made up 5.56% of Stieven Capital Advisors's portfolio in Q2 2026, its #4 holding.
Stieven Capital Advisors first reported a position in UMB Financial in Q3 2013 and has held it in 7 quarters since.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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