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Susquehanna Portfolio Strategies’s UMB Financial UMBF Stock Holding History

Susquehanna Portfolio Strategies’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 		– Sell
-22,932
Closed -$2.59M – 1074
2026
Q1 		$2.59M Hold
22,932
– – 0.04% 441
2025
Q4 		$2.64M Hold
22,932
– – 0.04% 441
2025
Q3 		$2.71M Hold
22,932
– – 0.04% 444
2025
Q2 		$2.41M Buy
22,932
+15,682
+216% +$1.56M 0.05% 338
2025
Q1 		$733K Buy
+7,250
New +$799K 0.32% 60

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

Susquehanna Portfolio Strategies's UMBF Position: Q2 2026 in Review

Susquehanna Portfolio Strategies sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 22,932 shares — an estimated $2.59M sold.

Susquehanna Portfolio Strategies first reported a position in UMBF in Q1 2025 and held it in 5 quarters. The position peaked at $2.71M in Q3 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Susquehanna Portfolio Strategies reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 22,932 UMB Financial shares in Q2 2026, an estimated $2.59M.
  • Susquehanna Portfolio Strategies first reported a position in UMB Financial in Q1 2025 and held it in 5 quarters.
  • Susquehanna Portfolio Strategies's UMB Financial position peaked at $2.71M in Q3 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.