WG
UMBF icon

Winton Group’s UMB Financial UMBF Stock Holding History

Winton 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
-2,115
Closed -$239K – 1510
2026
Q1 		$239K Buy
+2,115
New +$255K 0.01% 936
2024
Q4 		– Sell
-2,803
Closed -$295K – 789
2024
Q3 		$295K Sell
2,803
-8,480
-75% -$827K 0.02% 519
2024
Q2 		$941K Sell
11,283
-1,273
-10% -$104K 0.06% 278
2024
Q1 		$1.09M Buy
12,556
+6,219
+98% +$506K 0.08% 222
2023
Q4 		$529K Sell
6,337
-337
-5% -$23.7K 0.04% 259
2023
Q3 		$414K Sell
6,674
-1,543
-19% -$100K 0.03% 337
2023
Q2 		$500K Sell
8,217
-18,442
-69% -$1.1M 0.04% 317
2023
Q1 		$1.54M Buy
26,659
+5,341
+25% +$434K 0.09% 287
2022
Q4 		$1.78M Buy
21,318
+589
+3% +$49.5K 0.12% 233
2022
Q3 		$1.75M Buy
20,729
+3,218
+18% +$291K 0.11% 232
2022
Q2 		$1.51M Buy
17,511
+4,580
+35% +$415K 0.08% 357
2022
Q1 		$1.26M Buy
12,931
+1,462
+13% +$149K 0.07% 393
2021
Q4 		$1.22M Buy
11,469
+7,560
+193% +$780K 0.07% 393
2021
Q3 		$378K Sell
3,909
-1,859
-32% -$170K 0.02% 996
2021
Q2 		$537K Buy
+5,768
New +$548K 0.03% 879
2020
Q2 		– Sell
-16,861
Closed -$782K – 1598
2020
Q1 		$782K Buy
16,861
+6,181
+58% +$376K 0.02% 891
2019
Q4 		$733K Buy
+10,680
New +$709K 0.01% 1138
2018
Q3 		– Sell
-93,406
Closed -$7.12M – 1147
2018
Q2 		$7.12M Buy
+93,406
New +$7.18M 0.18% 206

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

Winton Group's UMBF Position: Q2 2026 in Review

Winton Group sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 2,115 shares — an estimated $239K sold.

Winton Group first reported a position in UMBF in Q2 2018 and held it in 18 quarters. The position peaked at $7.12M in Q2 2018. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Winton Group reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Winton Group sold 2,115 UMB Financial shares in Q2 2026, an estimated $239K.
  • Winton Group first reported a position in UMB Financial in Q2 2018 and held it in 18 quarters.
  • Winton Group's UMB Financial position peaked at $7.12M in Q2 2018.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.