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Aptus Capital Advisors’s UMB Financial UMBF Stock Holding History

Aptus Capital 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 		$312K Buy
2,186
+30
+1% +$3.86K ﹤0.01% 928
2026
Q1 		$243K Buy
2,156
+16
+0.7% +$1.93K ﹤0.01% 944
2025
Q4 		$246K Sell
2,140
-214
-9% -$24.2K ﹤0.01% 961
2025
Q3 		$279K Sell
2,354
-174
-7% -$20.1K ﹤0.01% 866
2025
Q2 		$266K Buy
2,528
+3
+0.1% +$299 ﹤0.01% 854
2025
Q1 		$255K Buy
+2,525
New +$278K ﹤0.01% 811

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

Aptus Capital Advisors's UMBF Position: Q2 2026 in Review

Aptus Capital Advisors increased its UMB Financial (UMBF) stake by 1.4% in Q2 2026, buying an estimated $3.86K and bringing the position to 2,186 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Aptus Capital Advisors first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Aptus Capital Advisors held 2,186 shares of UMB Financial worth $312K as of Q2 2026.
  • Aptus Capital Advisors bought 30 UMB Financial shares in Q2 2026, an estimated $3.86K.
  • UMB Financial made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #928 holding.
  • Aptus Capital Advisors first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.