William Blair Investment Management
UMBF icon

William Blair Investment Management’s UMB Financial UMBF Stock Holding History

William Blair 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
Q2 		$15.1M Sell
105,762
-27,788
-21% -$3.57M 0.05% 281
2026
Q1 		$15.1M Sell
133,550
-92,296
-41% -$11.1M 0.05% 276
2025
Q4 		$26M Sell
225,846
-23,280
-9% -$2.64M 0.07% 232
2025
Q3 		$29.5M Buy
+249,126
New +$28.7M 0.08% 217
2018
Q3 		– Sell
-3,790
Closed -$289K – 486
2018
Q2 		$289K Buy
+3,790
New +$291K ﹤0.01% 464

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
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

William Blair Investment Management's UMBF Position: Q2 2026 in Review

William Blair Investment Management reduced its UMB Financial (UMBF) stake by 21% in Q2 2026, selling an estimated $3.57M and leaving 105,762 shares worth $15.1M. The position accounts for 0.05% of the portfolio, ranked #281.

William Blair Investment Management first reported a position in UMBF in Q2 2018 and has held it in 5 quarters since. The position peaked at $29.5M in Q3 2025. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • William Blair Investment Management held 105,762 shares of UMB Financial worth $15.1M as of Q2 2026.
  • William Blair Investment Management sold 27,788 UMB Financial shares in Q2 2026, an estimated $3.57M.
  • UMB Financial made up 0.05% of William Blair Investment Management's portfolio in Q2 2026, its #281 holding.
  • William Blair Investment Management first reported a position in UMB Financial in Q2 2018 and has held it in 5 quarters since.
  • William Blair Investment Management's UMB Financial position peaked at $29.5M in Q3 2025.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.