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Systematic Financial Management’s UMB Financial UMBF Stock Holding History

Systematic Financial Management’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 		$48.5M Sell
339,475
-6,970
-2% -$896K 0.97% 21
2026
Q1 		$39.1M Buy
346,445
+610
+0.2% +$73.4K 0.9% 33
2025
Q4 		$39.8M Sell
345,835
-528
-0.2% -$59.8K 0.94% 29
2025
Q3 		$41M Sell
346,363
-646
-0.2% -$74.5K 1% 23
2025
Q2 		$36.5M Buy
347,009
+11,599
+3% +$1.16M 0.97% 28
2025
Q1 		$33.9M Buy
335,410
+10,168
+3% +$1.12M 0.97% 26
2024
Q4 		$36.7M Buy
325,242
+4,692
+1% +$543K 0.93% 30
2024
Q3 		$33.7M Buy
320,550
+261,055
+439% +$25.5M 0.86% 29
2024
Q2 		$4.96M Buy
+59,495
New +$4.88M 0.15% 146

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

Systematic Financial Management's UMBF Position: Q2 2026 in Review

Systematic Financial Management reduced its UMB Financial (UMBF) stake by 2% in Q2 2026, selling an estimated $896K and leaving 339,475 shares worth $48.5M. The position accounts for 0.97% of the portfolio, ranked #21.

Systematic Financial Management first reported a position in UMBF in Q2 2024 and has held it in 9 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Systematic Financial Management held 339,475 shares of UMB Financial worth $48.5M as of Q2 2026.
  • Systematic Financial Management sold 6,970 UMB Financial shares in Q2 2026, an estimated $896K.
  • UMB Financial made up 0.97% of Systematic Financial Management's portfolio in Q2 2026, its #21 holding.
  • Systematic Financial Management first reported a position in UMB Financial in Q2 2024 and has held it in 9 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.