Wellington Management Group
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Wellington Management Group’s UMB Financial UMBF Stock Holding History

Wellington Management 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 		$241M Sell
1,687,247
-1,019,877
-38% -$131M 0.04% 350
2026
Q1 		$305M Buy
2,707,124
+116,344
+4% +$14M 0.06% 286
2025
Q4 		$298M Sell
2,590,780
-508,018
-16% -$57.5M 0.05% 298
2025
Q3 		$367M Buy
3,098,798
+751,525
+32% +$86.6M 0.06% 258
2025
Q2 		$247M Sell
2,347,273
-59,842
-2% -$5.97M 0.04% 315
2025
Q1 		$243M Buy
2,407,115
+385,830
+19% +$42.5M 0.05% 300
2024
Q4 		$228M Buy
2,021,285
+102,104
+5% +$11.8M 0.04% 339
2024
Q3 		$202M Sell
1,919,181
-680,606
-26% -$66.4M 0.04% 391
2024
Q2 		$217M Buy
2,599,787
+699,724
+37% +$57.4M 0.04% 362
2024
Q1 		$165M Buy
1,900,063
+275,769
+17% +$22.4M 0.03% 431
2023
Q4 		$136M Sell
1,624,294
-962,407
-37% -$67.7M 0.03% 491
2023
Q3 		$161M Buy
2,586,701
+1,095,630
+73% +$71.2M 0.03% 422
2023
Q2 		$90.8M Buy
1,491,071
+472,023
+46% +$28.2M 0.02% 574
2023
Q1 		$58.8M Buy
1,019,048
+528,715
+108% +$43M 0.01% 655
2022
Q4 		$41M Sell
490,333
-330,257
-40% -$27.7M 0.01% 735
2022
Q3 		$69.2M Sell
820,590
-51,984
-6% -$4.7M 0.01% 597
2022
Q2 		$75.1M Sell
872,574
-37,614
-4% -$3.41M 0.02% 598
2022
Q1 		$88.4M Sell
910,188
-204,025
-18% -$20.8M 0.02% 604
2021
Q4 		$118M Sell
1,114,213
-142,032
-11% -$14.7M 0.02% 591
2021
Q3 		$121M Buy
1,256,245
+311,179
+33% +$28.4M 0.02% 572
2021
Q2 		$87.9M Buy
945,066
+51,520
+6% +$4.89M 0.01% 666
2021
Q1 		$82.5M Buy
893,546
+680,624
+320% +$56.2M 0.01% 666
2020
Q4 		$14.7M Buy
212,922
+68,751
+48% +$4.41M ﹤0.01% 1094
2020
Q3 		$7.07M Buy
+144,171
New +$7.28M ﹤0.01% 1189

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 $3.37T AUM 44.26% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Wellington Management Group's UMBF Position: Q2 2026 in Review

Wellington Management Group reduced its UMB Financial (UMBF) stake by 38% in Q2 2026, selling an estimated $131M and leaving 1,687,247 shares worth $241M. The position accounts for 0.04% of the portfolio, ranked #350.

Wellington Management Group first reported a position in UMBF in Q3 2020 and has held it in 24 quarters since. The position peaked at $367M in Q3 2025. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Wellington Management Group held 1,687,247 shares of UMB Financial worth $241M as of Q2 2026.
  • Wellington Management Group sold 1,019,877 UMB Financial shares in Q2 2026, an estimated $131M.
  • UMB Financial made up 0.04% of Wellington Management Group's portfolio in Q2 2026, its #350 holding.
  • Wellington Management Group first reported a position in UMB Financial in Q3 2020 and has held it in 24 quarters since.
  • Wellington Management Group's UMB Financial position peaked at $367M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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