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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wedge Capital Management's UMBF Position: Q2 2026 in Review

Wedge Capital Management reduced its UMB Financial (UMBF) stake by 9.4% in Q2 2026, selling an estimated $448K and leaving 33,579 shares worth $4.79M. The position accounts for 0.08% of the portfolio, ranked #200.

Wedge Capital Management first reported a position in UMBF in Q4 2013 and has held it in 10 quarters since. The position peaked at $6.53M in Q4 2024. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Wedge Capital Management held 33,579 shares of UMB Financial worth $4.79M as of Q2 2026.
Wedge Capital Management sold 3,483 UMB Financial shares in Q2 2026, an estimated $448K.
UMB Financial made up 0.08% of Wedge Capital Management's portfolio in Q2 2026, its #200 holding.
Wedge Capital Management first reported a position in UMB Financial in Q4 2013 and has held it in 10 quarters since.
Wedge Capital Management's UMB Financial position peaked at $6.53M in Q4 2024.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.