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
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 $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WCM Investment Management's UMBF Position: Q1 2026 in Review

WCM Investment Management reduced its UMB Financial (UMBF) stake by 3.6% in Q1 2026, selling an estimated $797K and leaving 178,464 shares worth $19.6M. The position accounts for 0.04% of the portfolio, ranked #89.

WCM Investment Management first reported a position in UMBF in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.8M in Q3 2025. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • WCM Investment Management held 178,464 shares of UMB Financial worth $19.6M as of Q1 2026.
  • WCM Investment Management sold 6,621 UMB Financial shares in Q1 2026, an estimated $797K.
  • UMB Financial made up 0.04% of WCM Investment Management's portfolio in Q1 2026, its #89 holding.
  • WCM Investment Management first reported a position in UMB Financial in Q3 2025 and has held it in 3 quarters since.
  • WCM Investment Management's UMB Financial position peaked at $21.8M in Q3 2025.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.