V-Square Quantitative Management’s UMB Financial UMBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$58.4K Buy
+409
New +$52.6K 0.01% 572
2025
Q2
Sell
-243
Closed -$24.6K 733
2025
Q1
$24.6K Hold
243
﹤0.01% 669
2024
Q4
$27.4K Hold
243
﹤0.01% 647
2024
Q3
$25.5K Buy
+243
New +$23.7K ﹤0.01% 666

Other funds holding UMBF

V-Square Quantitative Management's UMBF Position: Q2 2026 in Review

V-Square Quantitative Management opened a new position in UMB Financial (UMBF) in Q2 2026: 409 shares worth $58.4K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: V-Square Quantitative Management previously reported a position in UMBF as recently as Q1 2025.

V-Square Quantitative Management first reported a position in UMBF in Q3 2024 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • V-Square Quantitative Management held 409 shares of UMB Financial worth $58.4K as of Q2 2026.
  • UMB Financial was a new V-Square Quantitative Management position in Q2 2026.
  • UMB Financial made up 0.01% of V-Square Quantitative Management's portfolio in Q2 2026, its #572 holding.
  • V-Square Quantitative Management first reported a position in UMB Financial in Q3 2024 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.