AssetMark Inc
UMBF icon

AssetMark Inc’s UMB Financial UMBF Stock Holding History

AssetMark Inc’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 		$408K Buy
2,856
+192
+7% +$24.7K ﹤0.01% 1280
2026
Q1 		$300K Buy
2,664
+271
+11% +$32.6K ﹤0.01% 1252
2025
Q4 		$275K Sell
2,393
-341
-12% -$38.6K ﹤0.01% 1232
2025
Q3 		$324K Buy
2,734
+73
+3% +$8.41K ﹤0.01% 1166
2025
Q2 		$280K Sell
2,661
-50
-2% -$4.99K ﹤0.01% 1147
2025
Q1 		$274K Sell
2,711
-344
-11% -$37.9K ﹤0.01% 1081
2024
Q4 		$345K Sell
3,055
-107
-3% -$12.4K ﹤0.01% 1013
2024
Q3 		$332K Buy
3,162
+2,692
+573% +$262K ﹤0.01% 943
2024
Q2 		$39.2K Buy
470
+140
+42% +$11.5K ﹤0.01% 1273
2024
Q1 		$28.7K Hold
330
– – ﹤0.01% 1231
2023
Q4 		$27.6K Buy
+330
New +$23.2K ﹤0.01% 1250

Other funds holding UMBF

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AssetMark Inc's UMBF Position: Q2 2026 in Review

AssetMark Inc increased its UMB Financial (UMBF) stake by 7.2% in Q2 2026, buying an estimated $24.7K and bringing the position to 2,856 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

AssetMark Inc first reported a position in UMBF in Q4 2023 and has held it in 11 quarters since. 155 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • AssetMark Inc held 2,856 shares of UMB Financial worth $408K as of Q2 2026.
  • AssetMark Inc bought 192 UMB Financial shares in Q2 2026, an estimated $24.7K.
  • UMB Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1280 holding.
  • AssetMark Inc first reported a position in UMB Financial in Q4 2023 and has held it in 11 quarters since.
  • 155 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.