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 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Y-Intercept (HK)'s UMBF Position: Q2 2026 in Review

Y-Intercept (HK) sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 16,857 shares — an estimated $1.9M sold.

Y-Intercept (HK) first reported a position in UMBF in Q3 2022 and held it in 6 quarters. The position peaked at $1.9M in Q1 2026. 82 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Y-Intercept (HK) reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 16,857 UMB Financial shares in Q2 2026, an estimated $1.9M.
Y-Intercept (HK) first reported a position in UMB Financial in Q3 2022 and held it in 6 quarters.
Y-Intercept (HK)'s UMB Financial position peaked at $1.9M in Q1 2026.
82 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.