Yorktown Management & Research Company’s UMB Financial UMBF Stock Holding History

Yorktown Management & Research Company’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	$300K	Hold	2,100	–	–	0.18%	220
2026 Q1	$237K	Buy	+2,100	New	+$253K	0.2%	196
2015 Q2	–	Sell	-4,600	Closed	-$243K	–	506
2015 Q1	$243K	Hold	4,600	–	–	0.04%	355
2014 Q4	$262K	Hold	4,600	–	–	0.05%	254
2014 Q3	$251K	Hold	4,600	–	–	0.05%	273
2014 Q2	$292K	Hold	4,600	–	–	0.05%	220
2014 Q1	$298K	Hold	4,600	–	–	0.06%	197
2013 Q4	$296K	Buy	+4,600	New	+$279K	0.06%	192

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Yorktown Management & Research Company's UMBF Position: Q2 2026 in Review

Yorktown Management & Research Company held its UMB Financial (UMBF) position steady in Q2 2026 at 2,100 shares worth $300K. The position accounts for 0.18% of the portfolio, ranked #220.

Yorktown Management & Research Company first reported a position in UMBF in Q4 2013 and has held it in 8 quarters since. 247 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Yorktown Management & Research Company held 2,100 shares of UMB Financial worth $300K as of Q2 2026.
Yorktown Management & Research Company left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up 0.18% of Yorktown Management & Research Company's portfolio in Q2 2026, its #220 holding.
Yorktown Management & Research Company first reported a position in UMB Financial in Q4 2013 and has held it in 8 quarters since.
247 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.