Vanguard Investments Australia
UMBF icon

Vanguard Investments Australia’s UMB Financial UMBF Stock Holding History

Vanguard Investments Australia’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 		$2.58M Sell
18,097
-2,039
-10% -$262K 0.01% 812
2026
Q1 		$2.27M Buy
+20,136
New +$2.42M 0.01% 809

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 Investments Australia's UMBF Position: Q2 2026 in Review

Vanguard Investments Australia reduced its UMB Financial (UMBF) stake by 10% in Q2 2026, selling an estimated $262K and leaving 18,097 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #812.

Vanguard Investments Australia first reported a position in UMBF in Q1 2026 and has held it in 2 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Vanguard Investments Australia held 18,097 shares of UMB Financial worth $2.58M as of Q2 2026.
  • Vanguard Investments Australia sold 2,039 UMB Financial shares in Q2 2026, an estimated $262K.
  • UMB Financial made up 0.01% of Vanguard Investments Australia's portfolio in Q2 2026, its #812 holding.
  • Vanguard Investments Australia first reported a position in UMB Financial in Q1 2026 and has held it in 2 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Vanguard Investments Australia's 13F filing for Q2 2026, filed 13 Aug 2026.