AIM
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Acropolis Investment Management’s UMB Financial UMBF Stock Holding History

Acropolis 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
Q3 		$194K Hold
1,492
– – 0.01% 294
2026
Q2 		$213K Buy
1,492
+10
+0.7% +$1.28K 0.01% 279
2026
Q1 		$167K Buy
+1,482
New +$178K 0.01% 310
2025
Q2 		– Sell
-1,485
Closed -$150K – 296
2025
Q1 		$150K Hold
1,485
– – 0.01% 254
2024
Q4 		$168K Hold
1,485
– – 0.01% 250
2024
Q3 		$156K Buy
+1,485
New +$145K 0.01% 251

Other funds holding UMBF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Acropolis Investment Management's UMBF Position: Q3 2026 in Review

Acropolis Investment Management held its UMB Financial (UMBF) position steady in Q3 2026 at 1,492 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #294.

Acropolis Investment Management first reported a position in UMBF in Q3 2024 and has held it in 6 quarters since. The position peaked at $213K in Q2 2026. 16 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Acropolis Investment Management held 1,492 shares of UMB Financial worth $194K as of Q3 2026.
  • Acropolis Investment Management left its UMB Financial share count unchanged in Q3 2026.
  • UMB Financial made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #294 holding.
  • Acropolis Investment Management first reported a position in UMB Financial in Q3 2024 and has held it in 6 quarters since.
  • Acropolis Investment Management's UMB Financial position peaked at $213K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.