ALPS Advisors’s UMB Financial UMBF Stock Holding History

ALPS Advisors’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	$647K	Buy	4,530 +40	+0.9%	+$5.14K	﹤0.01%	842
2026 Q1	$506K	Buy	+4,490	New	+$540K	﹤0.01%	799
2025 Q3	–	Sell	-3,563	Closed	-$375K	–	1158
2025 Q2	$375K	Buy	3,563 +43	+1%	+$4.29K	﹤0.01%	825
2025 Q1	$356K	Buy	+3,520	New	+$388K	﹤0.01%	756
2023 Q3	–	Sell	-4,119	Closed	-$251K	–	1131
2023 Q2	$251K	Buy	4,119 +25	+0.6%	+$1.49K	﹤0.01%	945
2023 Q1	$236K	Buy	4,094 +512	+14%	+$41.6K	﹤0.01%	967
2022 Q4	$299K	Sell	3,582 -20	-0.6%	-$1.68K	﹤0.01%	891
2022 Q3	$304K	Buy	+3,602	New	+$326K	﹤0.01%	764
2022 Q1	–	Sell	-4,176	Closed	-$443K	–	970
2021 Q4	$443K	Buy	4,176 +54	+1%	+$5.57K	0.01%	561
2021 Q3	$399K	Buy	4,122 +550	+15%	+$50.2K	﹤0.01%	555
2021 Q2	$332K	Hold	3,572	–	–	﹤0.01%	762
2021 Q1	$330K	Sell	3,572 -1,563	-30%	-$129K	﹤0.01%	722
2020 Q4	$354K	Sell	5,135 -156	-3%	-$10K	﹤0.01%	602
2020 Q3	$259K	Buy	+5,291	New	+$267K	﹤0.01%	718
2018 Q3	–	Sell	-5,975	Closed	-$455K	–	1087
2018 Q2	$455K	Sell	5,975 -280	-4%	-$21.5K	﹤0.01%	677
2018 Q1	$453K	Buy	+6,255	New	+$469K	﹤0.01%	701

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

ALPS Advisors's UMBF Position: Q2 2026 in Review

ALPS Advisors increased its UMB Financial (UMBF) stake by 0.89% in Q2 2026, buying an estimated $5.14K and bringing the position to 4,530 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

ALPS Advisors first reported a position in UMBF in Q1 2018 and has held it in 16 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

ALPS Advisors held 4,530 shares of UMB Financial worth $647K as of Q2 2026.
ALPS Advisors bought 40 UMB Financial shares in Q2 2026, an estimated $5.14K.
UMB Financial made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #842 holding.
ALPS Advisors first reported a position in UMB Financial in Q1 2018 and has held it in 16 quarters since.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.