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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
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 $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Aptus Capital Advisors's UMBF Position: Q1 2026 in Review

Aptus Capital Advisors increased its UMB Financial (UMBF) stake by 0.75% in Q1 2026, buying an estimated $1.93K and bringing the position to 2,156 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Aptus Capital Advisors first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $279K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Aptus Capital Advisors held 2,156 shares of UMB Financial worth $243K as of Q1 2026.
  • Aptus Capital Advisors bought 16 UMB Financial shares in Q1 2026, an estimated $1.93K.
  • UMB Financial made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #944 holding.
  • Aptus Capital Advisors first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • Aptus Capital Advisors's UMB Financial position peaked at $279K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.