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 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 $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Stifel Financial's UMBF Position: Q1 2026 in Review

Stifel Financial increased its UMB Financial (UMBF) stake by 7.2% in Q1 2026, buying an estimated $171K and bringing the position to 21,026 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Stifel Financial first reported a position in UMBF in Q3 2014 and has held it in 12 quarters since. The position peaked at $2.76M in Q3 2019. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Stifel Financial held 21,026 shares of UMB Financial worth $2.37M as of Q1 2026.
Stifel Financial bought 1,420 UMB Financial shares in Q1 2026, an estimated $171K.
UMB Financial made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1842 holding.
Stifel Financial first reported a position in UMB Financial in Q3 2014 and has held it in 12 quarters since.
Stifel Financial's UMB Financial position peaked at $2.76M in Q3 2019.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.