AF
UMBF icon

Allworth Financial’s UMB Financial UMBF Stock Holding History

Allworth 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 		$52.7K Sell
369
-765
-67% -$98.3K ﹤0.01% 2431
2026
Q1 		$128K Buy
1,134
+903
+391% +$109K ﹤0.01% 1676
2025
Q4 		$26.6K Sell
231
-20
-8% -$2.27K ﹤0.01% 2617
2025
Q3 		$29.7K Buy
251
+55
+28% +$6.34K ﹤0.01% 2465
2025
Q2 		$20.6K Sell
196
-20
-9% -$1.99K ﹤0.01% 2498
2025
Q1 		$20.9K Sell
216
-135
-38% -$14.9K ﹤0.01% 2053
2024
Q4 		$42.3K Sell
351
-4
-1% -$463 ﹤0.01% 1657
2024
Q3 		$37.3K Sell
355
-12
-3% -$1.17K ﹤0.01% 1540
2024
Q2 		$34.8K Buy
367
+205
+127% +$16.8K ﹤0.01% 1551
2024
Q1 		$14.1K Hold
162
– – ﹤0.01% 1960
2023
Q4 		$13.5K Buy
162
+17
+12% +$1.2K ﹤0.01% 1860
2023
Q3 		$9K Buy
145
+48
+49% +$3.12K ﹤0.01% 1881
2023
Q2 		$5.91K Buy
+97
New +$5.79K ﹤0.01% 2031
2023
Q1 		– Sell
-2,180
Closed -$182K – 3296
2022
Q4 		$182K Buy
2,180
+5
+0.2% +$420 ﹤0.01% 658
2022
Q3 		$183K Buy
2,175
+2,173
+108,650% +$197K ﹤0.01% 608
2022
Q2 		$0 Sell
2
-195
-99% -$17.7K ﹤0.01% 2831
2022
Q1 		$19K Buy
+197
New +$20.1K ﹤0.01% 1288

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 $3.38T AUM 44.17% 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

Allworth Financial's UMBF Position: Q2 2026 in Review

Allworth Financial reduced its UMB Financial (UMBF) stake by 67% in Q2 2026, selling an estimated $98.3K and leaving 369 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

Allworth Financial first reported a position in UMBF in Q1 2022 and has held it in 17 quarters since. The position peaked at $183K in Q3 2022. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Allworth Financial held 369 shares of UMB Financial worth $52.7K as of Q2 2026.
  • Allworth Financial sold 765 UMB Financial shares in Q2 2026, an estimated $98.3K.
  • UMB Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2431 holding.
  • Allworth Financial first reported a position in UMB Financial in Q1 2022 and has held it in 17 quarters since.
  • Allworth Financial's UMB Financial position peaked at $183K in Q3 2022.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.