ZIM
UMBF icon

Zacks Investment Management’s UMB Financial UMBF Stock Holding History

Zacks Investment 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 		$3.76M Buy
+26,350
New +$3.39M 0.03% 288
2018
Q3 		– Sell
-18,298
Closed -$1.4M – 608
2018
Q2 		$1.4M Sell
18,298
-584
-3% -$44.9K 0.03% 353
2018
Q1 		$1.37M Buy
18,882
+3,388
+22% +$254K 0.03% 354
2017
Q4 		$1.11M Sell
15,494
-122
-0.8% -$8.96K 0.02% 382
2017
Q3 		$1.16M Buy
15,616
+841
+6% +$58.9K 0.03% 346
2017
Q2 		$1.11M Sell
14,775
-847
-5% -$62K 0.03% 346
2017
Q1 		$1.18M Buy
+15,622
New +$1.2M 0.03% 320
2013
Q4 		– Sell
-7,725
Closed -$420K – 747
2013
Q3 		$420K Sell
7,725
-385
-5% -$22.5K 0.02% 399
2013
Q2 		$452K Buy
+8,110
New +$413K 0.02% 331

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

Zacks Investment Management's UMBF Position: Q2 2026 in Review

Zacks Investment Management opened a new position in UMB Financial (UMBF) in Q2 2026: 26,350 shares worth $3.76M. The stake represents 0.03% of the portfolio and ranks #288 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in UMBF as recently as Q2 2018.

Zacks Investment Management first reported a position in UMBF in Q2 2013 and has held it in 9 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Zacks Investment Management held 26,350 shares of UMB Financial worth $3.76M as of Q2 2026.
  • UMB Financial was a new Zacks Investment Management position in Q2 2026.
  • UMB Financial made up 0.03% of Zacks Investment Management's portfolio in Q2 2026, its #288 holding.
  • Zacks Investment Management first reported a position in UMB Financial in Q2 2013 and has held it in 9 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.