UB
SF

UMB Bank’s Stifel SF Stock Holding History

UMB Bank’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$190K Buy
2,719
+50
+2% +$3.73K ﹤0.01% 750
2026
Q1 		$197K Buy
2,669
+135
+5% +$10.7K ﹤0.01% 699
2025
Q4 		$211K Buy
2,534
+80
+3% +$6.39K ﹤0.01% 668
2025
Q3 		$186K Buy
2,454
+13
+0.5% +$973 ﹤0.01% 641
2025
Q2 		$169K Buy
2,441
+8
+0.3% +$491 ﹤0.01% 637
2025
Q1 		$153K Buy
2,433
+813
+50% +$57.3K ﹤0.01% 634
2024
Q4 		$115K Buy
1,620
+315
+24% +$22.5K ﹤0.01% 663
2024
Q3 		$81.7K Buy
1,305
+349
+37% +$19.9K ﹤0.01% 744
2024
Q2 		$53.6K Sell
956
-13
-1% -$689 ﹤0.01% 811
2024
Q1 		$50.5K Buy
969
+42
+5% +$2.07K ﹤0.01% 834
2023
Q4 		$42.7K Sell
927
-99
-10% -$4.07K ﹤0.01% 868
2023
Q3 		$42K Hold
1,026
– – ﹤0.01% 873
2023
Q2 		$40.8K Hold
1,026
– – ﹤0.01% 890
2023
Q1 		$40.4K Sell
1,026
-302
-23% -$12.7K ﹤0.01% 897
2022
Q4 		$52K Hold
1,328
– – ﹤0.01% 836
2022
Q3 		$46K Sell
1,328
-42
-3% -$1.65K ﹤0.01% 893
2022
Q2 		$51K Hold
1,370
– – ﹤0.01% 919
2022
Q1 		$62K Hold
1,370
– – ﹤0.01% 904
2021
Q4 		$65K Buy
+1,370
New +$66.5K ﹤0.01% 914

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UMB Bank's SF Position: Q2 2026 in Review

UMB Bank increased its Stifel (SF) stake by 1.9% in Q2 2026, buying an estimated $3.73K and bringing the position to 2,719 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

UMB Bank first reported a position in SF in Q4 2021 and has held it in 19 quarters since. The position peaked at $211K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • UMB Bank held 2,719 shares of Stifel worth $190K as of Q2 2026.
  • UMB Bank bought 50 Stifel shares in Q2 2026, an estimated $3.73K.
  • Stifel made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #750 holding.
  • UMB Bank first reported a position in Stifel in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Stifel position peaked at $211K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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