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UMB Bank’s Dream Finders Homes DFH Stock Holding History

UMB Bank’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4K Buy
890
+174
+24% +$2.56K ﹤0.01% 1785
2026
Q1 		$9.97K Buy
716
+527
+279% +$9.36K ﹤0.01% 1854
2025
Q4 		$3.23K Buy
189
+13
+7% +$266 ﹤0.01% 2103
2025
Q3 		$4.56K Buy
176
+22
+14% +$604 ﹤0.01% 1896
2025
Q2 		$3.87K Sell
154
-61
-28% -$1.37K ﹤0.01% 1886
2025
Q1 		$4.85K Buy
215
+188
+696% +$4.39K ﹤0.01% 1768
2024
Q4 		$628 Buy
+27
New +$825 ﹤0.01% 2022

Other funds holding DFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UMB Bank's DFH Position: Q2 2026 in Review

UMB Bank increased its Dream Finders Homes (DFH) stake by 24% in Q2 2026, buying an estimated $2.56K and bringing the position to 890 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

UMB Bank first reported a position in DFH in Q4 2024 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • UMB Bank held 890 shares of Dream Finders Homes worth $15.4K as of Q2 2026.
  • UMB Bank bought 174 Dream Finders Homes shares in Q2 2026, an estimated $2.56K.
  • Dream Finders Homes made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1785 holding.
  • UMB Bank first reported a position in Dream Finders Homes in Q4 2024 and has held it in 7 quarters since.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.