Vanguard Global Advisers
UMBF icon

Vanguard Global Advisers’s UMB Financial UMBF Stock Holding History

Vanguard Global Advisers’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 		$5.22M Sell
36,583
-1,138
-3% -$146K ﹤0.01% 777
2026
Q1 		$4.25M Buy
+37,721
New +$4.54M ﹤0.01% 820

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

Vanguard Global Advisers's UMBF Position: Q2 2026 in Review

Vanguard Global Advisers reduced its UMB Financial (UMBF) stake by 3% in Q2 2026, selling an estimated $146K and leaving 36,583 shares worth $5.22M. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Vanguard Global Advisers first reported a position in UMBF in Q1 2026 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Vanguard Global Advisers held 36,583 shares of UMB Financial worth $5.22M as of Q2 2026.
  • Vanguard Global Advisers sold 1,138 UMB Financial shares in Q2 2026, an estimated $146K.
  • UMB Financial made up ﹤0.01% of Vanguard Global Advisers's portfolio in Q2 2026, its #777 holding.
  • Vanguard Global Advisers first reported a position in UMB Financial in Q1 2026 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Vanguard Global Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.