VF
UMBF icon

Vest Financial’s UMB Financial UMBF Stock Holding History

Vest Financial’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 		$8.69M Sell
60,863
-391
-0.6% -$50.3K 0.09% 176
2026
Q1 		$6.91M Buy
61,254
+8,150
+15% +$981K 0.08% 189
2025
Q4 		$6.11M Buy
53,104
+17,899
+51% +$2.03M 0.08% 185
2025
Q3 		$4.17M Buy
35,205
+15,201
+76% +$1.75M 0.05% 224
2025
Q2 		$2.1M Buy
20,004
+12,472
+166% +$1.24M 0.03% 267
2025
Q1 		$761K Buy
+7,532
New +$830K 0.01% 349

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

Vest Financial's UMBF Position: Q2 2026 in Review

Vest Financial reduced its UMB Financial (UMBF) stake by 0.64% in Q2 2026, selling an estimated $50.3K and leaving 60,863 shares worth $8.69M. The position accounts for 0.09% of the portfolio, ranked #176.

Vest Financial first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Vest Financial held 60,863 shares of UMB Financial worth $8.69M as of Q2 2026.
  • Vest Financial sold 391 UMB Financial shares in Q2 2026, an estimated $50.3K.
  • UMB Financial made up 0.09% of Vest Financial's portfolio in Q2 2026, its #176 holding.
  • Vest Financial first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.