AF
UMBF icon

Advisornet Financial’s UMB Financial UMBF Stock Holding History

Advisornet Financial’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 		$198K Hold
1,390
– – 0.01% 656
2026
Q1 		$157K Buy
1,390
+16
+1% +$1.93K 0.01% 677
2025
Q4 		$158K Buy
1,374
+29
+2% +$3.29K 0.01% 668
2025
Q3 		$159K Hold
1,345
– – 0.01% 660
2025
Q2 		$141K Buy
1,345
+2
+0.1% +$199 0.01% 659
2025
Q1 		$136K Buy
1,343
+605
+82% +$66.7K 0.01% 641
2024
Q4 		$83.3K Hold
738
– – 0.01% 733
2024
Q3 		$77.6K Buy
+738
New +$71.9K 0.01% 767
2024
Q1 		– Sell
-5
Closed -$418 – 2500
2023
Q4 		$418 Buy
+5
New +$352 ﹤0.01% 2150

Other funds holding UMBF

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Advisornet Financial's UMBF Position: Q2 2026 in Review

Advisornet Financial held its UMB Financial (UMBF) position steady in Q2 2026 at 1,390 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #656.

Advisornet Financial first reported a position in UMBF in Q4 2023 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Advisornet Financial held 1,390 shares of UMB Financial worth $198K as of Q2 2026.
  • Advisornet Financial left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #656 holding.
  • Advisornet Financial first reported a position in UMB Financial in Q4 2023 and has held it in 9 quarters since.
  • 100 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.