Stifel Financial’s UMB Financial UMBF Stock Holding History

Stifel Financial’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	$4.42M	Buy	30,947 +9,921	+47%	+$1.28M	﹤0.01%	1488
2026 Q1	$2.37M	Buy	21,026 +1,420	+7%	+$171K	﹤0.01%	1842
2025 Q4	$2.26M	Buy	19,606 +917	+5%	+$104K	﹤0.01%	1843
2025 Q3	$2.21M	Buy	18,689 +2,259	+14%	+$260K	﹤0.01%	1837
2025 Q2	$1.73M	Buy	16,430 +476	+3%	+$47.5K	﹤0.01%	1952
2025 Q1	$1.61M	Buy	15,954 +14,016	+723%	+$1.55M	﹤0.01%	1907
2024 Q4	$219K	Buy	+1,938	New	+$224K	﹤0.01%	3122
2020 Q1	–	Sell	-22,976	Closed	-$1.58M	–	3084
2019 Q4	$1.58M	Sell	22,976 -19,711	-46%	-$1.31M	﹤0.01%	1497
2019 Q3	$2.76M	Buy	+42,687	New	+$2.76M	0.01%	1106
2016 Q4	–	Sell	-4,800	Closed	-$285K	–	2553
2016 Q3	$285K	Hold	4,800	–	–	﹤0.01%	2009
2016 Q2	$255K	Sell	4,800 -1,309	-21%	-$71.1K	﹤0.01%	2136
2016 Q1	$316K	Buy	+6,109	New	+$293K	﹤0.01%	1797
2014 Q4	–	Sell	-12,500	Closed	-$682K	–	2452
2014 Q3	$682K	Buy	+12,500	New	+$721K	0.01%	1346

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

Stifel Financial's UMBF Position: Q2 2026 in Review

Stifel Financial increased its UMB Financial (UMBF) stake by 47% in Q2 2026, buying an estimated $1.28M and bringing the position to 30,947 shares worth $4.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Stifel Financial first reported a position in UMBF in Q3 2014 and has held it in 13 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Stifel Financial held 30,947 shares of UMB Financial worth $4.42M as of Q2 2026.
Stifel Financial bought 9,921 UMB Financial shares in Q2 2026, an estimated $1.28M.
UMB Financial made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1488 holding.
Stifel Financial first reported a position in UMB Financial in Q3 2014 and has held it in 13 quarters since.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.