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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
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

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

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

Acropolis Investment Management increased its UMB Financial (UMBF) stake by 0.67% in Q2 2026, buying an estimated $1.28K and bringing the position to 1,492 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #279.

Acropolis Investment Management first reported a position in UMBF in Q3 2024 and has held it in 5 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Acropolis Investment Management held 1,492 shares of UMB Financial worth $213K as of Q2 2026.
  • Acropolis Investment Management bought 10 UMB Financial shares in Q2 2026, an estimated $1.28K.
  • UMB Financial made up 0.01% of Acropolis Investment Management's portfolio in Q2 2026, its #279 holding.
  • Acropolis Investment Management first reported a position in UMB Financial in Q3 2024 and has held it in 5 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.