Y-Intercept (HK)’s UMB Financial UMBF Stock Holding History

Y-Intercept (HK)’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 Q3	$1.03M	Buy	+7,934	New	+$1.13M	0.02%	997
2026 Q2	–	Sell	-16,857	Closed	-$1.9M	–	2185
2026 Q1	$1.9M	Buy	+16,857	New	+$2.03M	0.04%	737
2025 Q1	–	Sell	-6,624	Closed	-$748K	–	1625
2024 Q4	$748K	Buy	+6,624	New	+$766K	0.05%	549
2024 Q1	–	Sell	-6,617	Closed	-$553K	–	1777
2023 Q4	$553K	Buy	+6,617	New	+$465K	0.05%	549
2023 Q3	–	Sell	-3,484	Closed	-$212K	–	1628
2023 Q2	$212K	Sell	3,484 -11,951	-77%	-$713K	0.02%	917
2023 Q1	$891K	Buy	+15,435	New	+$1.25M	0.1%	290
2022 Q4	–	Sell	-6,260	Closed	-$528K	–	1362
2022 Q3	$528K	Buy	+6,260	New	+$567K	0.05%	514

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Y-Intercept (HK)'s UMBF Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in UMB Financial (UMBF) in Q3 2026: 7,934 shares worth $1.03M. The stake represents 0.02% of the portfolio and ranks #997 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in UMBF as recently as Q1 2026.

Y-Intercept (HK) first reported a position in UMBF in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.9M in Q1 2026. 296 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

Y-Intercept (HK) held 7,934 shares of UMB Financial worth $1.03M as of Q3 2026.
UMB Financial was a new Y-Intercept (HK) position in Q3 2026.
UMB Financial made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #997 holding.
Y-Intercept (HK) first reported a position in UMB Financial in Q3 2022 and has held it in 7 quarters since.
Y-Intercept (HK)'s UMB Financial position peaked at $1.9M in Q1 2026.
296 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.