Arax Advisory Partners’s UMB Financial UMBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$114K Buy
800
+554
+225% +$71.2K ﹤0.01% 2628
2026
Q1
$27.7K Sell
246
-49
-17% -$5.9K ﹤0.01% 1941
2025
Q4
$33.9K Sell
295
-216
-42% -$24.5K ﹤0.01% 1827
2025
Q3
$60.5K Buy
511
+287
+128% +$33.1K ﹤0.01% 1737
2025
Q2
$23.6K Buy
224
+212
+1,767% +$21.1K ﹤0.01% 1584
2025
Q1
$1.21K Sell
12
-242
-95% -$26.7K ﹤0.01% 2241
2024
Q4
$28.7K Hold
254
﹤0.01% 1074
2024
Q3
$26.7K Sell
254
-6
-2% -$585 ﹤0.01% 962
2024
Q2
$21.7K Buy
260
+252
+3,150% +$20.7K ﹤0.01% 936
2024
Q1
$696 Hold
8
﹤0.01% 1206
2023
Q4
$669 Buy
+8
New +$563 ﹤0.01% 1190

Other funds holding UMBF

Arax Advisory Partners's UMBF Position: Q2 2026 in Review

Arax Advisory Partners increased its UMB Financial (UMBF) stake by 225% in Q2 2026, buying an estimated $71.2K and bringing the position to 800 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Arax Advisory Partners first reported a position in UMBF in Q4 2023 and has held it in 11 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Arax Advisory Partners held 800 shares of UMB Financial worth $114K as of Q2 2026.
  • Arax Advisory Partners bought 554 UMB Financial shares in Q2 2026, an estimated $71.2K.
  • UMB Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2628 holding.
  • Arax Advisory Partners first reported a position in UMB Financial in Q4 2023 and has held it in 11 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.