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Ameritas Advisory Services’s UMB Financial UMBF Stock Holding History

Ameritas Advisory Services’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
2025
Q2 		– Sell
-2,206
Closed -$223K – 2853
2025
Q1 		$223K Buy
+2,206
New +$243K 0.01% 790

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Advisory Services's UMBF Position: Q2 2025 in Review

Ameritas Advisory Services sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 2,206 shares — an estimated $223K sold.

Ameritas Advisory Services first reported a position in UMBF in Q1 2025 and held it in 1 quarter. The position peaked at $223K in Q1 2025. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • Ameritas Advisory Services reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,206 UMB Financial shares in Q2 2025, an estimated $223K.
  • Ameritas Advisory Services first reported a position in UMB Financial in Q1 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's UMB Financial position peaked at $223K in Q1 2025.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Ameritas Advisory Services's 13F filing for Q2 2025, filed 21 Jul 2025.