AFC
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Ares Financial Consulting’s UMB Financial UMBF Stock Holding History

Ares Financial Consulting’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 		$3K Hold
21
– – ﹤0.01% 820
2026
Q1 		$2.41K Hold
21
– – ﹤0.01% 812
2025
Q4 		$2.42K Buy
+21
New +$2.38K ﹤0.01% 625

Other funds holding UMBF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Ares Financial Consulting's UMBF Position: Q2 2026 in Review

Ares Financial Consulting held its UMB Financial (UMBF) position steady in Q2 2026 at 21 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Ares Financial Consulting first reported a position in UMBF in Q4 2025 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Ares Financial Consulting held 21 shares of UMB Financial worth $3K as of Q2 2026.
  • Ares Financial Consulting left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #820 holding.
  • Ares Financial Consulting first reported a position in UMB Financial in Q4 2025 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.