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Vaughan Nelson Investment Management’s UMB Financial UMBF Stock Holding History

Vaughan Nelson Investment 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 		$52M Buy
364,287
+69,407
+24% +$8.92M 0.46% 97
2026
Q1 		$33.3M Buy
+294,880
New +$35.5M 0.33% 118

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vaughan Nelson Investment Management's UMBF Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its UMB Financial (UMBF) stake by 24% in Q2 2026, buying an estimated $8.92M and bringing the position to 364,287 shares worth $52M. The position accounts for 0.46% of the portfolio, ranked #97.

Vaughan Nelson Investment Management first reported a position in UMBF in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Vaughan Nelson Investment Management held 364,287 shares of UMB Financial worth $52M as of Q2 2026.
  • Vaughan Nelson Investment Management bought 69,407 UMB Financial shares in Q2 2026, an estimated $8.92M.
  • UMB Financial made up 0.46% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #97 holding.
  • Vaughan Nelson Investment Management first reported a position in UMB Financial in Q1 2026 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.