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Wedge Capital Management’s UMB Financial UMBF Stock Holding History

Wedge 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 		$4.79M Sell
33,579
-3,483
-9% -$448K 0.08% 200
2026
Q1 		$4.18M Sell
37,062
-12,918
-26% -$1.55M 0.08% 218
2025
Q4 		$5.75M Buy
49,980
+1,782
+4% +$202K 0.1% 201
2025
Q3 		$5.7M Sell
48,198
-9,075
-16% -$1.05M 0.1% 203
2025
Q2 		$6.02M Buy
57,273
+4,578
+9% +$456K 0.11% 187
2025
Q1 		$5.33M Sell
52,695
-5,125
-9% -$565K 0.1% 191
2024
Q4 		$6.53M Buy
57,820
+12,943
+29% +$1.5M 0.12% 176
2024
Q3 		$4.72M Sell
44,877
-767
-2% -$74.8K 0.08% 214
2024
Q2 		$3.81M Buy
+45,644
New +$3.74M 0.07% 238
2014
Q1 		– Sell
-3,375
Closed -$217K – 523
2013
Q4 		$217K Buy
+3,375
New +$205K ﹤0.01% 474

Other funds holding UMBF

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return