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WPG Advisers’s UMB Financial UMBF Stock Holding History

WPG Advisers’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 		$4.28K Buy
30
+11
+58% +$1.41K ﹤0.01% 1010
2026
Q1 		$2.14K Buy
19
+12
+171% +$1.44K ﹤0.01% 1064
2025
Q4 		$805 Hold
7
– – ﹤0.01% 1326
2025
Q3 		$828 Buy
+7
New +$807 ﹤0.01% 1305
2025
Q1 		– Sell
-3
Closed -$339 – 1539
2024
Q4 		$339 Buy
+3
New +$347 ﹤0.01% 1395

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

WPG Advisers's UMBF Position: Q2 2026 in Review

WPG Advisers increased its UMB Financial (UMBF) stake by 58% in Q2 2026, buying an estimated $1.41K and bringing the position to 30 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

WPG Advisers first reported a position in UMBF in Q4 2024 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • WPG Advisers held 30 shares of UMB Financial worth $4.28K as of Q2 2026.
  • WPG Advisers bought 11 UMB Financial shares in Q2 2026, an estimated $1.41K.
  • UMB Financial made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1010 holding.
  • WPG Advisers first reported a position in UMB Financial in Q4 2024 and has held it in 5 quarters since.
  • 229 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.