WCM Investment Management
UMBF icon

WCM Investment Management’s UMB Financial UMBF Stock Holding History

WCM 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 		$25.9M Buy
182,176
+3,712
+2% +$477K 0.05% 89
2026
Q1 		$19.6M Sell
178,464
-6,621
-4% -$797K 0.04% 89
2025
Q4 		$21.6M Buy
185,085
+1,285
+0.7% +$146K 0.04% 82
2025
Q3 		$21.8M Buy
+183,800
New +$21.2M 0.05% 87

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 $3.38T AUM 44.17% 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

WCM Investment Management's UMBF Position: Q2 2026 in Review

WCM Investment Management increased its UMB Financial (UMBF) stake by 2.1% in Q2 2026, buying an estimated $477K and bringing the position to 182,176 shares worth $25.9M. The position accounts for 0.05% of the portfolio, ranked #89.

WCM Investment Management first reported a position in UMBF in Q3 2025 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • WCM Investment Management held 182,176 shares of UMB Financial worth $25.9M as of Q2 2026.
  • WCM Investment Management bought 3,712 UMB Financial shares in Q2 2026, an estimated $477K.
  • UMB Financial made up 0.05% of WCM Investment Management's portfolio in Q2 2026, its #89 holding.
  • WCM Investment Management first reported a position in UMB Financial in Q3 2025 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.