Susquehanna Fundamental Investments’s UMB Financial UMBF Stock Holding History

Susquehanna Fundamental Investments’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	$3.22M	Sell	28,567 -40,173	-58%	-$4.84M	0.12%	165
2025 Q4	$7.91M	Sell	68,740 -2,196	-3%	-$249K	0.27%	100
2025 Q3	$8.4M	Hold	70,936	–	–	0.33%	77
2025 Q2	$7.46M	Sell	70,936 -9,685	-12%	-$966K	0.2%	145
2025 Q1	$8.15M	Buy	80,621 +77,094	+2,186%	+$8.5M	0.11%	230
2024 Q4	$398K	Buy	+3,527	New	+$408K	0.01%	893

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

Susquehanna Fundamental Investments's UMBF Position: Q1 2026 in Review

Susquehanna Fundamental Investments reduced its UMB Financial (UMBF) stake by 58% in Q1 2026, selling an estimated $4.84M and leaving 28,567 shares worth $3.22M. The position accounts for 0.12% of the portfolio, ranked #165.

Susquehanna Fundamental Investments first reported a position in UMBF in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.4M in Q3 2025. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Susquehanna Fundamental Investments held 28,567 shares of UMB Financial worth $3.22M as of Q1 2026.
Susquehanna Fundamental Investments sold 40,173 UMB Financial shares in Q1 2026, an estimated $4.84M.
UMB Financial made up 0.12% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #165 holding.
Susquehanna Fundamental Investments first reported a position in UMB Financial in Q4 2024 and has held it in 6 quarters since.
Susquehanna Fundamental Investments's UMB Financial position peaked at $8.4M in Q3 2025.
450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.