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UMB Bank’s LGL Group LGL Stock Holding History

UMB Bank’s Portfolio LGL Stock Details LGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.5K Hold
4,267
– – ﹤0.01% 1529
2026
Q1 		$29.7K Hold
4,267
– – ﹤0.01% 1460
2025
Q4 		$24.5K Hold
4,267
– – ﹤0.01% 1488
2025
Q3 		$28.5K Hold
4,267
– – ﹤0.01% 1335
2025
Q2 		$32.5K Hold
4,267
– – ﹤0.01% 1245
2025
Q1 		$27.9K Hold
4,267
– – ﹤0.01% 1245
2024
Q4 		$25.5K Hold
4,267
– – ﹤0.01% 1163
2024
Q3 		$26.2K Hold
4,267
– – ﹤0.01% 1110
2024
Q2 		$22.9K Hold
4,267
– – ﹤0.01% 1021
2024
Q1 		$27.1K Hold
4,267
– – ﹤0.01% 980
2023
Q4 		$26.2K Hold
4,267
– – ﹤0.01% 987
2023
Q3 		$18.3K Hold
4,267
– – ﹤0.01% 1105
2023
Q2 		$20.3K Hold
4,267
– – ﹤0.01% 1093
2023
Q1 		$18.3K Hold
4,267
– – ﹤0.01% 1107
2022
Q4 		$17K Sell
4,267
-7,049
-62% -$32.7K ﹤0.01% 1149
2022
Q3 		$48K Hold
11,316
– – ﹤0.01% 883
2022
Q2 		$55K Hold
11,316
– – ﹤0.01% 894
2022
Q1 		$47K Hold
11,316
– – ﹤0.01% 983
2021
Q4 		$49K Buy
+11,316
New +$51.5K ﹤0.01% 1003

Other funds holding LGL

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $167M AUM 76.16% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

UMB Bank's LGL Position: Q2 2026 in Review

UMB Bank held its LGL Group (LGL) position steady in Q2 2026 at 4,267 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

UMB Bank first reported a position in LGL in Q4 2021 and has held it in 19 quarters since. The position peaked at $55K in Q2 2022. 21 funds tracked by Wall St. Rank hold LGL as of Q2 2026.

  • UMB Bank held 4,267 shares of LGL Group worth $29.5K as of Q2 2026.
  • UMB Bank left its LGL Group share count unchanged in Q2 2026.
  • LGL Group made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1529 holding.
  • UMB Bank first reported a position in LGL Group in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's LGL Group position peaked at $55K in Q2 2022.
  • 21 funds tracked by Wall St. Rank held LGL Group as of Q2 2026.

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