Ken Fisher's UMBF Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 242,438 shares of UMB Financial Corporation (UMBF) worth $27.34 M, representing 0.01% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in UMBF, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2023, adding 253,402 shares. Largest reduction occurred in Q4 2018, reducing 154,056 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's UMB Financial Corporation (UMBF) Holding Value Over Time
Track share changes against reported price movement
Quarterly UMB Financial Corporation (UMBF) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -24,313 | Reduce 9.11% | 242,438 | $112.79 |
| Q4 2025 | -19,930 | Reduce 6.95% | 266,751 | $115.04 |
| Q3 2025 | +4,420 | Add 1.57% | 286,681 | $118.35 |
| Q2 2025 | -8,959 | Reduce 3.08% | 282,261 | $105.16 |
| Q1 2025 | +894 | Add 0.31% | 291,220 | $101.10 |
| Q4 2024 | +29,516 | Add 11.32% | 290,326 | $112.86 |
| Q3 2024 | -6,761 | Reduce 2.53% | 260,810 | $105.11 |
| Q2 2024 | -139,956 | Reduce 34.34% | 267,571 | $83.42 |
| Q1 2024 | -72,178 | Reduce 15.05% | 407,527 | $86.99 |
| Q4 2023 | -114,063 | Reduce 19.21% | 479,705 | $83.55 |
| Q3 2023 | +253,402 | Add 74.45% | 593,768 | $62.05 |
| Q2 2023 | +9,057 | Add 2.73% | 340,366 | $60.90 |
| Q1 2023 | -9,506 | Reduce 2.79% | 331,309 | $58.10 |
| Q4 2022 | -6,254 | Reduce 1.80% | 340,815 | $83.52 |
| Q3 2022 | -3,835 | Reduce 1.09% | 347,069 | $84.29 |
| Q2 2022 | +99,155 | Add 39.39% | 350,904 | $86.10 |
| Q1 2022 | +22,714 | Add 9.92% | 251,749 | $97.16 |
| Q4 2021 | -2,958 | Reduce 1.28% | 229,035 | $106.11 |
| Q3 2021 | -10,792 | Reduce 4.45% | 231,993 | $96.71 |
| Q2 2021 | -13,876 | Reduce 5.41% | 242,785 | $93.06 |
| Q1 2021 | -12,748 | Reduce 4.73% | 256,661 | $92.33 |
| Q4 2020 | -1,409 | Reduce 0.52% | 269,409 | $68.99 |
| Q3 2020 | -6,708 | Reduce 2.42% | 270,818 | $49.01 |
| Q2 2020 | -10,925 | Reduce 3.79% | 277,526 | $51.55 |
| Q1 2020 | +285 | Add 0.10% | 288,451 | $46.38 |
| Q4 2019 | -38,630 | Reduce 11.82% | 288,166 | $68.64 |
| Q3 2019 | -2,920 | Reduce 0.89% | 326,796 | $64.58 |
| Q2 2019 | -3,080 | Reduce 0.93% | 329,716 | $65.82 |
| Q1 2019 | -42,804 | Reduce 11.40% | 332,796 | $64.04 |
| Q4 2018 | -154,056 | Reduce 29.09% | 375,600 | $60.97 |
| Q3 2018 | -78,540 | Reduce 12.91% | 529,656 | $70.90 |
| Q2 2018 | -36,731 | Reduce 5.70% | 608,196 | $76.23 |
| Q1 2018 | -9,625 | Reduce 1.47% | 644,927 | $72.39 |
| Q4 2017 | -19,485 | Reduce 2.89% | 654,552 | $71.92 |
| Q3 2017 | -5,486 | Reduce 0.81% | 674,037 | $74.49 |
| Q2 2017 | -16,840 | Reduce 2.42% | 679,523 | $74.86 |
| Q1 2017 | -22,784 | Reduce 3.17% | 696,363 | $75.31 |
| Q4 2016 | -22,112 | Reduce 2.98% | 719,147 | $77.12 |
| Q3 2016 | +3,757 | Add 0.51% | 741,259 | $59.45 |
| Q2 2016 | +1,185 | Add 0.16% | 737,502 | $54.21 |
| Q1 2016 | -12,666 | Reduce 1.69% | 736,317 | $51.32 |
| Q4 2015 | +1,136 | Add 0.15% | 748,983 | $46.55 |
| Q3 2015 | -21,483 | Reduce 2.79% | 747,847 | $50.81 |
| Q2 2015 | -10,950 | Reduce 1.40% | 769,330 | $57.02 |
| Q1 2015 | -5,550 | Reduce 0.71% | 780,280 | $52.89 |
| Q4 2014 | -10,445 | Reduce 1.31% | 785,830 | $56.89 |
| Q3 2014 | +193,060 | Add 32.01% | 796,275 | $54.55 |
| Q2 2014 | +603,215 | New Buy | 603,215 | $63.39 |
Ken Fisher's UMB Financial Corporation Investment FAQs
Ken Fisher first purchased UMB Financial Corporation (UMBF) in Q2 2014, acquiring 603,215 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held UMB Financial Corporation (UMBF) for 48 quarters since Q2 2014.
Ken Fisher's largest addition to UMB Financial Corporation (UMBF) was in Q2 2014, adding 603,215 shares worth $38.24 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 242,438 shares of UMB Financial Corporation (UMBF), valued at approximately $27.34 M.
As of the Q1 2026 filing, UMB Financial Corporation (UMBF) represents approximately 0.01% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in UMB Financial Corporation (UMBF) was 796,275 shares, as reported at the end of Q3 2014.