AIP
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Ameritas Investment Partners’s UMB Financial UMBF Stock Holding History

Ameritas Investment Partners’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 		$2.84M Buy
19,861
+703
+4% +$90.4K 0.08% 270
2026
Q1 		$2.16M Buy
19,158
+69
+0.4% +$8.3K 0.07% 321
2025
Q4 		$2.2M Sell
19,089
-365
-2% -$41.3K 0.07% 303
2025
Q3 		$2.3M Sell
19,454
-1,826
-9% -$210K 0.07% 290
2025
Q2 		$2.24M Buy
21,280
+992
+5% +$98.9K 0.07% 298
2025
Q1 		$2.05M Buy
20,288
+6,701
+49% +$739K 0.07% 318
2024
Q4 		$1.53M Sell
13,587
-58
-0.4% -$6.71K 0.05% 459
2024
Q3 		$1.43M Sell
13,645
-106
-0.8% -$10.3K 0.05% 498
2024
Q2 		$1.15M Sell
13,751
-401
-3% -$32.9K 0.04% 568
2024
Q1 		$1.23M Sell
14,152
-5,638
-28% -$458K 0.04% 550
2023
Q4 		$1.65M Buy
19,790
+105
+0.5% +$7.39K 0.06% 379
2023
Q3 		$1.22M Sell
19,685
-6,453
-25% -$419K 0.05% 482
2023
Q2 		$1.59M Buy
26,138
+2,619
+11% +$156K 0.06% 385
2023
Q1 		$1.36M Sell
23,519
-1,132
-5% -$92K 0.05% 451
2022
Q4 		$2.1M Buy
24,651
+1,352
+6% +$114K 0.08% 272
2022
Q3 		$1.96M Buy
23,299
+1,298
+6% +$117K 0.09% 241
2022
Q2 		$1.89M Buy
22,001
+7,169
+48% +$650K 0.08% 264
2022
Q1 		$1.44M Hold
14,832
– – 0.05% 453
2021
Q4 		$1.57M Hold
14,832
– – 0.05% 434
2021
Q3 		$1.43M Sell
14,832
-353
-2% -$32.2K 0.05% 439
2021
Q2 		$1.41M Sell
15,185
-310
-2% -$29.4K 0.05% 463
2021
Q1 		$1.43M Sell
15,495
-206
-1% -$17K 0.05% 434
2020
Q4 		$1.08M Sell
15,701
-383
-2% -$24.6K 0.05% 510
2020
Q3 		$788K Hold
16,084
– – 0.04% 559
2020
Q2 		$829K Hold
16,084
– – 0.04% 532
2020
Q1 		$746K Hold
16,084
– – 0.04% 477
2019
Q4 		$1.1M Buy
16,084
+134
+0.8% +$8.89K 0.05% 483
2019
Q3 		$1.03M Sell
15,950
-713
-4% -$46.1K 0.05% 491
2019
Q2 		$1.1M Hold
16,663
– – 0.05% 469
2019
Q1 		$1.07M Sell
16,663
-420
-2% -$27.8K 0.05% 481
2018
Q4 		$1.04M Hold
17,083
– – 0.06% 439
2018
Q3 		$1.21M Buy
17,083
+210
+1% +$15.8K 0.06% 456
2018
Q2 		$1.29M Sell
16,873
-133
-0.8% -$10.2K 0.06% 422
2018
Q1 		$1.23M Hold
17,006
– – 0.06% 444
2017
Q4 		$1.22M Hold
17,006
– – 0.06% 460
2017
Q3 		$1.14M Hold
17,006
– – 0.05% 472
2017
Q2 		$1.27M Buy
17,006
+207
+1% +$15.2K 0.06% 423
2017
Q1 		$1.26M Sell
16,799
-379
-2% -$29K 0.06% 409
2016
Q4 		$1.32M Buy
17,178
+13,300
+343% +$925K 0.07% 392
2016
Q3 		$231K Buy
+3,878
New +$222K 0.01% 952
2014
Q3 		– Sell
-3,381
Closed -$214K – 1092
2014
Q2 		$214K Buy
+3,381
New +$202K 0.02% 979

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 $3.37T AUM 44.26% 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

Ameritas Investment Partners's UMBF Position: Q2 2026 in Review

Ameritas Investment Partners increased its UMB Financial (UMBF) stake by 3.7% in Q2 2026, buying an estimated $90.4K and bringing the position to 19,861 shares worth $2.84M. The position accounts for 0.08% of the portfolio, ranked #270.

Ameritas Investment Partners first reported a position in UMBF in Q2 2014 and has held it in 41 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Ameritas Investment Partners held 19,861 shares of UMB Financial worth $2.84M as of Q2 2026.
  • Ameritas Investment Partners bought 703 UMB Financial shares in Q2 2026, an estimated $90.4K.
  • UMB Financial made up 0.08% of Ameritas Investment Partners's portfolio in Q2 2026, its #270 holding.
  • Ameritas Investment Partners first reported a position in UMB Financial in Q2 2014 and has held it in 41 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.