TD Capital Management’s UMB Financial UMBF Stock Holding History

TD Capital 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	$2.44K	Hold	17	–	–	﹤0.01%	619
2026 Q1	$1.92K	Buy	+17	New	+$2.05K	﹤0.01%	677

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

TD Capital Management's UMBF Position: Q2 2026 in Review

TD Capital Management held its UMB Financial (UMBF) position steady in Q2 2026 at 17 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

TD Capital Management first reported a position in UMBF in Q1 2026 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

TD Capital Management held 17 shares of UMB Financial worth $2.44K as of Q2 2026.
TD Capital Management left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #619 holding.
TD Capital Management first reported a position in UMB Financial in Q1 2026 and has held it in 2 quarters since.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.