Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s UMB Financial UMBF Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$4.53M Buy
31,758
+450
+1% +$57.8K 0.01% 971
2026
Q1 		$3.53M Buy
31,308
+715
+2% +$86.1K 0.01% 1023
2025
Q4 		$3.52M Sell
30,593
-35,336
-54% -$4M 0.01% 1049
2025
Q3 		$7.8M Buy
65,929
+6,220
+10% +$717K 0.01% 685
2025
Q2 		$6.28M Buy
59,709
+1,936
+3% +$193K 0.01% 730
2025
Q1 		$5.84M Buy
+57,773
New +$6.37M 0.01% 752

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

Universal-Beteiligungs- und Servicegesellschaft's UMBF Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its UMB Financial (UMBF) stake by 1.4% in Q2 2026, buying an estimated $57.8K and bringing the position to 31,758 shares worth $4.53M. The position accounts for 0.01% of the portfolio, ranked #971.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.8M in Q3 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 31,758 shares of UMB Financial worth $4.53M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 450 UMB Financial shares in Q2 2026, an estimated $57.8K.
  • UMB Financial made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #971 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's UMB Financial position peaked at $7.8M in Q3 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.