Walleye Capital
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Walleye Capital’s UMB Financial UMBF Stock Holding History

Walleye Capital’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 		$212K Buy
+1,486
New +$191K ﹤0.01% 3467
2025
Q1 		– Sell
-17,592
Closed -$1.99M – 5164
2024
Q4 		$1.99M Buy
17,592
+15,397
+701% +$1.78M ﹤0.01% 1789
2024
Q3 		$231K Buy
+2,195
New +$214K ﹤0.01% 3893
2024
Q2 		– Sell
-6,805
Closed -$592K – 6030
2024
Q1 		$592K Sell
6,805
-118,048
-95% -$9.6M ﹤0.01% 3048
2023
Q4 		$10.4M Buy
+124,853
New +$8.78M 0.02% 646
2023
Q2 		– Sell
-40,780
Closed -$2.35M – 4898
2023
Q1 		$2.35M Buy
+40,780
New +$3.31M 0.04% 632
2022
Q3 		– Sell
-2,349
Closed -$202K – 3558
2022
Q2 		$202K Buy
+2,349
New +$213K 0.01% 1521
2022
Q1 		– Sell
-15,027
Closed -$1.59M – 2610
2021
Q4 		$1.59M Sell
15,027
-26,974
-64% -$2.78M 0.05% 389
2021
Q3 		$4.06M Buy
42,001
+34,046
+428% +$3.11M 0.12% 117
2021
Q2 		$740K Buy
+7,955
New +$756K 0.03% 574
2021
Q1 		– Sell
-19,231
Closed -$1.33M – 1355
2020
Q4 		$1.33M Buy
+19,231
New +$1.23M 0.09% 199

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

Walleye Capital's UMBF Position: Q2 2026 in Review

Walleye Capital opened a new position in UMB Financial (UMBF) in Q2 2026: 1,486 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #3467 among its holdings. This is a return to the name: Walleye Capital previously reported a position in UMBF as recently as Q4 2024.

Walleye Capital first reported a position in UMBF in Q4 2020 and has held it in 11 quarters since. The position peaked at $10.4M in Q4 2023. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Walleye Capital held 1,486 shares of UMB Financial worth $212K as of Q2 2026.
  • UMB Financial was a new Walleye Capital position in Q2 2026.
  • UMB Financial made up ﹤0.01% of Walleye Capital's portfolio in Q2 2026, its #3467 holding.
  • Walleye Capital first reported a position in UMB Financial in Q4 2020 and has held it in 11 quarters since.
  • Walleye Capital's UMB Financial position peaked at $10.4M in Q4 2023.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.