YCM
UMBF icon

Yousif Capital Management’s UMB Financial UMBF Stock Holding History

Yousif Capital Management’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 		$2.83M Sell
19,789
-1,083
-5% -$139K 0.03% 531
2026
Q1 		$2.35M Sell
20,872
-1,250
-6% -$150K 0.03% 589
2025
Q4 		$2.67M Sell
22,122
-345
-2% -$39.1K 0.03% 579
2025
Q3 		$2.66M Sell
22,467
-1,466
-6% -$169K 0.03% 577
2025
Q2 		$2.52M Buy
23,933
+650
+3% +$64.8K 0.03% 608
2025
Q1 		$2.35M Buy
23,283
+7,694
+49% +$848K 0.03% 627
2024
Q4 		$1.76M Sell
15,589
-725
-4% -$83.8K 0.02% 827
2024
Q3 		$1.71M Sell
16,314
-2,070
-11% -$202K 0.02% 869
2024
Q2 		$1.53M Sell
18,384
-1,420
-7% -$116K 0.02% 895
2024
Q1 		$1.72M Sell
19,804
-436
-2% -$35.5K 0.02% 881
2023
Q4 		$1.69M Buy
20,240
+47
+0.2% +$3.31K 0.02% 911
2023
Q3 		$1.25M Sell
20,193
-1,165
-5% -$75.7K 0.02% 1017
2023
Q2 		$1.3M Sell
21,358
-655
-3% -$39.1K 0.02% 1017
2023
Q1 		$1.27M Sell
22,013
-150
-0.7% -$12.2K 0.02% 1023
2022
Q4 		$1.85M Sell
22,163
-555
-2% -$46.6K 0.02% 817
2022
Q3 		$1.92M Sell
22,718
-1,942
-8% -$176K 0.03% 776
2022
Q2 		$2.12M Buy
24,660
+1,130
+5% +$102K 0.03% 778
2022
Q1 		$2.29M Buy
23,530
+525
+2% +$53.6K 0.02% 833
2021
Q4 		$2.44M Buy
+23,005
New +$2.37M 0.03% 834

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
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
Swedbank
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
FF
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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Yousif Capital Management's UMBF Position: Q2 2026 in Review

Yousif Capital Management reduced its UMB Financial (UMBF) stake by 5.2% in Q2 2026, selling an estimated $139K and leaving 19,789 shares worth $2.83M. The position accounts for 0.03% of the portfolio, ranked #531.

Yousif Capital Management first reported a position in UMBF in Q4 2021 and has held it in 19 quarters since. 73 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Yousif Capital Management held 19,789 shares of UMB Financial worth $2.83M as of Q2 2026.
  • Yousif Capital Management sold 1,083 UMB Financial shares in Q2 2026, an estimated $139K.
  • UMB Financial made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #531 holding.
  • Yousif Capital Management first reported a position in UMB Financial in Q4 2021 and has held it in 19 quarters since.
  • 73 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.