Advisory Services Network’s UMB Financial UMBF Stock Holding History

Advisory Services Network’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	$217K	Buy	1,518 +220	+17%	+$28.3K	﹤0.01%	1938
2026 Q1	$146K	Buy	+1,298	New	+$156K	﹤0.01%	1989
2025 Q4	–	Sell	-36	Closed	-$4.26K	–	4115
2025 Q3	$4.26K	Buy	+36	New	+$4.15K	﹤0.01%	3590
2021 Q3	–	Sell	-100	Closed	-$9K	–	3118
2021 Q2	$9K	Buy	+100	New	+$9.5K	﹤0.01%	2873
2021 Q1	–	Sell	-123	Closed	-$9K	–	2851
2020 Q4	$9K	Buy	123 +57	+86%	+$3.65K	﹤0.01%	2508
2020 Q3	$3K	Buy	+66	New	+$3.33K	﹤0.01%	3009
2020 Q2	–	Sell	-66	Closed	-$3K	–	2645
2020 Q1	$3K	Sell	66 -118	-64%	-$7.18K	﹤0.01%	2676
2019 Q4	$13K	Sell	184 -36	-16%	-$2.39K	﹤0.01%	2244
2019 Q3	$14K	Hold	220	–	–	﹤0.01%	2015
2019 Q2	$14K	Buy	+220	New	+$14.5K	﹤0.01%	2013

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Advisory Services Network's UMBF Position: Q2 2026 in Review

Advisory Services Network increased its UMB Financial (UMBF) stake by 17% in Q2 2026, buying an estimated $28.3K and bringing the position to 1,518 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Advisory Services Network first reported a position in UMBF in Q2 2019 and has held it in 10 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Advisory Services Network held 1,518 shares of UMB Financial worth $217K as of Q2 2026.
Advisory Services Network bought 220 UMB Financial shares in Q2 2026, an estimated $28.3K.
UMB Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1938 holding.
Advisory Services Network first reported a position in UMB Financial in Q2 2019 and has held it in 10 quarters since.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.