Vanguard Personalized Indexing Management
UMBF icon

Vanguard Personalized Indexing Management’s UMB Financial UMBF Stock Holding History

Vanguard Personalized Indexing Management’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 		$1.74M Buy
12,182
+83
+0.7% +$10.7K 0.01% 714
2026
Q1 		$1.36M Buy
12,099
+6,029
+99% +$726K 0.01% 778
2025
Q4 		$698K Sell
6,070
-79
-1% -$8.95K 0.01% 1082
2025
Q3 		$728K Buy
6,149
+218
+4% +$25.1K 0.01% 1062
2025
Q2 		$624K Buy
5,931
+170
+3% +$17K 0.01% 1093
2025
Q1 		$582K Buy
5,761
+1,282
+29% +$141K 0.01% 1038
2024
Q4 		$506K Buy
4,479
+391
+10% +$45.2K 0.01% 1110
2024
Q3 		$430K Buy
4,088
+208
+5% +$20.3K 0.01% 1174
2024
Q2 		$324K Buy
3,880
+754
+24% +$61.8K 0.01% 1240
2024
Q1 		$272K Sell
3,126
-266
-8% -$21.6K 0.01% 1312
2023
Q4 		$283K Buy
+3,392
New +$239K 0.01% 1255

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 Personalized Indexing Management's UMBF Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its UMB Financial (UMBF) stake by 0.69% in Q2 2026, buying an estimated $10.7K and bringing the position to 12,182 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #714.

Vanguard Personalized Indexing Management first reported a position in UMBF in Q4 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Vanguard Personalized Indexing Management held 12,182 shares of UMB Financial worth $1.74M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 83 UMB Financial shares in Q2 2026, an estimated $10.7K.
  • UMB Financial made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #714 holding.
  • Vanguard Personalized Indexing Management first reported a position in UMB Financial in Q4 2023 and has held it in 11 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.