WG
UMBF icon

Wellington Group’s UMB Financial UMBF Stock Holding History

Wellington Group’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 		– Sell
-299
Closed -$33.7K – 361
2026
Q1 		$33.7K Sell
299
-75
-20% -$9.03K 0.01% 310
2025
Q4 		$43K Buy
+374
New +$42.4K 0.01% 275

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

Wellington Group's UMBF Position: Q2 2026 in Review

Wellington Group sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 299 shares — an estimated $33.7K sold.

Wellington Group first reported a position in UMBF in Q4 2025 and held it in 2 quarters. The position peaked at $43K in Q4 2025. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Wellington Group reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 299 UMB Financial shares in Q2 2026, an estimated $33.7K.
  • Wellington Group first reported a position in UMB Financial in Q4 2025 and held it in 2 quarters.
  • Wellington Group's UMB Financial position peaked at $43K in Q4 2025.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.