Versant Capital Management’s UMB Financial UMBF Stock Holding History

Versant Capital 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	$185K	Buy	1,298 +426	+49%	+$54.8K	0.02%	654
2026 Q1	$98.4K	Buy	872 +362	+71%	+$43.6K	0.01%	869
2025 Q4	$58.7K	Buy	510 +15	+3%	+$1.7K	0.01%	1006
2025 Q3	$58.6K	Hold	495	–	–	0.01%	960
2025 Q2	$52.1K	Sell	495 -3	-0.6%	-$299	0.01%	967
2025 Q1	$50.3K	Buy	498 +436	+703%	+$48.1K	0.01%	861
2024 Q4	$7K	Buy	62 +59	+1,967%	+$6.82K	﹤0.01%	1583
2024 Q3	$315	Hold	3	–	–	﹤0.01%	1923
2024 Q2	$250	Hold	3	–	–	﹤0.01%	1881
2024 Q1	$261	Hold	3	–	–	﹤0.01%	1807
2023 Q4	$251	Hold	3	–	–	﹤0.01%	1833
2023 Q3	$186	Sell	3 -15	-83%	-$974	﹤0.01%	1883
2023 Q2	$1.1K	Buy	18 +15	+500%	+$895	﹤0.01%	1571
2023 Q1	$173	Hold	3	–	–	﹤0.01%	1733
2022 Q4	$251	Sell	3 -1	-25%	-$84	﹤0.01%	1567
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1672
2022 Q2	$0	Hold	4	–	–	﹤0.01%	1654
2022 Q1	$0	Hold	4	–	–	﹤0.01%	1635
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1595
2021 Q3	$0	Hold	4	–	–	﹤0.01%	1605
2021 Q2	$0	Hold	4	–	–	﹤0.01%	1602
2021 Q1	$0	Hold	4	–	–	﹤0.01%	1609
2020 Q4	$0	Hold	4	–	–	﹤0.01%	1535
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1511
2020 Q2	$0	Hold	4	–	–	﹤0.01%	1557
2020 Q1	$0	Sell	4 -15	-79%	-$913	﹤0.01%	1683
2019 Q4	$1K	Hold	19	–	–	﹤0.01%	1288
2019 Q3	$1K	Sell	19 -13	-41%	-$840	﹤0.01%	1300
2019 Q2	$2K	Sell	32 -15	-32%	-$989	﹤0.01%	1218
2019 Q1	$3K	Hold	47	–	–	﹤0.01%	1284
2018 Q4	$2K	Sell	47 -2	-4%	-$130	﹤0.01%	1286
2018 Q3	$3K	Sell	49 -39	-44%	-$2.93K	﹤0.01%	1249
2018 Q2	$6K	Hold	88	–	–	﹤0.01%	1052
2018 Q1	$6K	Hold	88	–	–	﹤0.01%	1038
2017 Q4	$6K	Hold	88	–	–	﹤0.01%	1086
2017 Q3	$6K	Sell	88 -305	-78%	-$21.4K	﹤0.01%	1018
2017 Q2	$29K	Sell	393 -461	-54%	-$33.7K	0.02%	432
2017 Q1	$64K	Sell	854 -352	-29%	-$26.9K	0.04%	206
2016 Q4	$93K	Buy	1,206 +144	+14%	+$10K	0.05%	145
2016 Q3	$63K	Buy	1,062 +75	+8%	+$4.29K	0.04%	203
2016 Q2	$52K	Buy	987 +117	+13%	+$6.36K	0.03%	228
2016 Q1	$44K	Buy	870 +11	+1%	+$528	0.03%	268
2015 Q4	$39K	Buy	+859	New	+$43.4K	0.02%	290

Other funds holding UMBF

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Versant Capital Management's UMBF Position: Q2 2026 in Review

Versant Capital Management increased its UMB Financial (UMBF) stake by 49% in Q2 2026, buying an estimated $54.8K and bringing the position to 1,298 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #654.

Versant Capital Management first reported a position in UMBF in Q4 2015 and has held it in 43 quarters since. 64 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Versant Capital Management held 1,298 shares of UMB Financial worth $185K as of Q2 2026.
Versant Capital Management bought 426 UMB Financial shares in Q2 2026, an estimated $54.8K.
UMB Financial made up 0.02% of Versant Capital Management's portfolio in Q2 2026, its #654 holding.
Versant Capital Management first reported a position in UMB Financial in Q4 2015 and has held it in 43 quarters since.
64 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.