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UMBF icon

Xponance’s UMB Financial UMBF Stock Holding History

Xponance’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 		$1.52M Buy
10,636
+358
+3% +$46K 0.01% 662
2026
Q1 		$1.16M Buy
10,278
+1,447
+16% +$174K 0.01% 695
2025
Q4 		$1.02M Sell
8,831
-1,393
-14% -$158K 0.01% 689
2025
Q3 		$1.21M Sell
10,224
-140
-1% -$16.1K 0.01% 661
2025
Q2 		$1.09M Sell
10,364
-1,813
-15% -$181K 0.01% 676
2025
Q1 		$1.23M Buy
12,177
+3,444
+39% +$380K 0.01% 630
2024
Q4 		$986K Buy
8,733
+2,693
+45% +$311K 0.01% 729
2024
Q3 		$635K Buy
6,040
+54
+0.9% +$5.26K 0.01% 860
2024
Q2 		$499K Sell
5,986
-339
-5% -$27.8K 0.01% 913
2024
Q1 		$550K Sell
6,325
-86
-1% -$6.99K 0.01% 924
2023
Q4 		$536K Buy
6,411
+87
+1% +$6.12K 0.01% 915
2023
Q3 		$392K Sell
6,324
-105
-2% -$6.82K 0.01% 971
2023
Q2 		$392K Sell
6,429
-396
-6% -$23.6K 0.01% 979
2023
Q1 		$394K Buy
6,825
+52
+0.8% +$4.23K 0.01% 977
2022
Q4 		$566K Buy
6,773
+1
+0% +$84 0.01% 855
2022
Q3 		$571K Buy
6,772
+13
+0.2% +$1.18K 0.01% 790
2022
Q2 		$582K Buy
6,759
+429
+7% +$38.9K 0.01% 798
2022
Q1 		$615K Sell
6,330
-148
-2% -$15.1K 0.01% 807
2021
Q4 		$687K Buy
6,478
+4
+0.1% +$413 0.01% 775
2021
Q3 		$626K Sell
6,474
-422
-6% -$38.5K 0.01% 774
2021
Q2 		$642K Buy
6,896
+2,095
+44% +$199K 0.01% 793
2021
Q1 		$443K Sell
4,801
-973
-17% -$80.4K 0.01% 832
2020
Q4 		$398K Buy
5,774
+10
+0.2% +$641 0.01% 845
2020
Q3 		$282K Sell
5,764
-32
-0.6% -$1.61K 0.01% 879
2020
Q2 		$299K Buy
+5,796
New +$284K 0.01% 832

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

Xponance's UMBF Position: Q2 2026 in Review

Xponance increased its UMB Financial (UMBF) stake by 3.5% in Q2 2026, buying an estimated $46K and bringing the position to 10,636 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #662.

Xponance first reported a position in UMBF in Q2 2020 and has held it in 25 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Xponance held 10,636 shares of UMB Financial worth $1.52M as of Q2 2026.
  • Xponance bought 358 UMB Financial shares in Q2 2026, an estimated $46K.
  • UMB Financial made up 0.01% of Xponance's portfolio in Q2 2026, its #662 holding.
  • Xponance first reported a position in UMB Financial in Q2 2020 and has held it in 25 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.