UMB Financial Corporation
US ˙ NasdaqGS ˙ US9027881088

SecurityUMBF / UMB Financial Corporation
InstitutionAmalgamated Bank
Latest Disclosed Ownership30,910 shares
Latest Disclosed Value $ 3,486
Amalgamated Bank reports 2.67% increase in ownership of UMBF / UMB Financial Corporation

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 30,910 shares of UMB Financial Corporation (US:UMBF) valued at $3,486,339 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 30,106 shares of UMB Financial Corporation. This represents a change in shares of 2.67% during the quarter. The current value of the position is $3,905,478 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F UMB FINANCIAL COM 902788108 30,910 804 2.67 3 0.00 0.0267
2026-02-05 2025-12-31 13F UMB FINANCIAL COM 902788108 30,106 -1,168 -3.73 3 0.00 0.0250
2025-10-29 2025-09-30 13F UMB FINANCIAL COM 902788108 31,274 15 0.05 4 0.00 0.0264
2025-08-04 2025-06-30 13F UMB FINANCIAL COM 902788108 31,259 1,310 4.37 3 0.00 0.0254
2025-04-25 2025-03-31 13F UMB FINANCIAL COM 902788108 29,949 9,588 47.09 3 50.00 0.0259
2025-02-04 2024-12-31 13F UMB FINANCIAL COM 902788108 20,361 376 1.88 2 0.00 0.0189
2024-10-30 2024-09-30 13F UMB FINANCIAL COM 902788108 19,985 -1,343 -6.30 2 100.00 0.0173
2024-08-12 2024-06-30 13F UMB FINANCIAL COM 902788108 21,328 -1,593 -6.95 2 0.00 0.0152
2024-04-23 2024-03-31 13F UMB FINANCIAL COM 902788108 22,921 -2,229 -8.86 2 -50.00 0.0171
2024-02-06 2023-12-31 13F UMB FINANCIAL COM 902788108 25,150 -91 -0.36 2 100.00 0.0168
2023-11-08 2023-09-30 13F UMB FINANCIAL COM 902788108 25,241 -987 -3.76 2 0.00 0.0133
2023-08-11 2023-06-30 13F UMB FINANCIAL COM 902788108 26,228 -1,374 -4.98 2 0.00 0.0129
2023-05-02 2023-03-31 13F UMB FINANCIAL COM 902788108 27,602 -1,820 -6.19 2 -50.00 0.0136
2023-02-10 2022-12-31 13F UMB FINANCIAL COM 902788108 29,422 515 1.78 2 -99.92 0.0219
2022-11-09 2022-09-30 13F UMB FINANCIAL COM 902788108 28,907 880 3.14 2,437 0.99 0.0235
2022-08-15 2022-06-30 13F UMB FINANCIAL COM 902788108 28,027 461 1.67 2,413 -9.90 0.0225
2022-08-25 2022-03-31 13F/A-1 UMB FINANCIAL COM 902788108 27,566 -1,199 -4.17 2,678 -12.25 0.0208
2022-06-30 2022-03-31 13F UMB FINANCIAL COM 902788108 27,566 -1,199 2,678 0.0213
2022-02-15 2021-12-31 13F/A-1 UMB FINANCIAL COM 902788108 28,765 150 0.52 3,052 10.30 0.0225
2022-02-15 2021-12-31 13F UMB FINANCIAL COM 902788108 28,765 150 3,052 0.0225
2021-10-29 2021-09-30 13F UMB FINANCIAL COM 902788108 28,615 -3,444 -10.74 2,767 -7.24 0.0234
2021-08-16 2021-06-30 13F UMB FINANCIAL COM 902788108 32,059 28,168 723.93 2,983 730.92 0.0239
2021-05-13 2021-03-31 13F UMB FINANCIAL COM 902788108 3,891 -266 -6.40 359 25.09 0.0135
2021-02-12 2020-12-31 13F UMB FINANCIAL COM 902788108 4,157 51 1.24 287 42.79 0.0109
2020-10-30 2020-09-30 13F UMB FINANCIAL COM 902788108 4,106 -27 -0.65 201 -5.63 0.0087
2020-08-10 2020-06-30 13F UMB FINANCIAL COM 902788108 4,133 -3,079 -42.69 213 -36.23 0.0099
2020-05-13 2020-03-31 13F UMB FINANCIAL COM 902788108 7,212 -230 -3.09 334 -34.64 0.0082
2020-02-13 2019-12-31 13F UMB FINANCIAL COM 902788108 7,442 627 9.20 511 16.14 0.0094
2019-11-13 2019-09-30 13F UMB FINANCIAL COM 902788108 6,815 -160 -2.29 440 -4.14 0.0093
2019-08-14 2019-06-30 13F UMB FINANCIAL COM 902788108 6,975 273 4.07 459 6.99 0.0107
2019-05-15 2019-03-31 13F UMB FINANCIAL COM 902788108 6,702 227 3.51 429 8.61 0.0104
2019-02-15 2018-12-31 13F UMB FINANCIAL COM 902788108 6,475 -75 -1.15 395 -14.87 0.0112
2018-11-14 2018-09-30 13F UMB FINANCIAL COM 902788108 6,550 -67 -1.01 464 -7.94 0.0115
2018-07-18 2018-06-30 13F UMB FINANCIAL COM 902788108 6,617 198 3.08 504 8.39 0.0123
2018-05-22 2018-03-31 13F UMB FINANCIAL COM 902788108 6,419 -102 -1.56 465 -0.85 0.0123
2018-02-13 2017-12-31 13F UMB FINANCIAL COM 902788108 6,521 438 7.20 469 3.53 0.0127
2017-11-09 2017-09-30 13F UMB FINANCIAL COM 902788108 6,083 -305 -4.77 453 -5.23 0.0141
2017-08-10 2017-06-30 13F UMB FINANCIAL COM 902788108 6,388 99 1.57 478 0.84 0.0157
2017-05-12 2017-03-31 13F UMB FINANCIAL COM 902788108 6,289 -1 -0.02 474 -2.27 0.0236
2017-02-14 2016-12-31 13F UMB FINANCIAL COM 902788108 6,290 951 17.81 485 53.00 0.0219
2016-11-15 2016-09-30 13F/A-1 UMB FINANCIAL COM 902788108 5,339 23 0.43 317 3.93 0.0184
2016-08-16 2016-06-30 13F UMB FINANCIAL COM 902788108 5,316 1,090 25.79 305 39.91 0.0176
2016-05-11 2016-03-31 13F UMB FINANCIAL COM 902788108 4,226 4,226 0.00 218 0.0212
2016-02-10 2015-12-31 13F UMB FINANCIAL COM 902788108 0 -4,107 -100.00 0 -100.00
2015-11-04 2015-09-30 13F UMB FINANCIAL COM 902788108 4,107 45 1.11 209 -9.91 0.0219
2015-07-10 2015-06-30 13F UMB FINANCIAL COM 902788108 4,062 4,062 232 0.0228
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.