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
Q3 		$457K Buy
3,512
+656
+23% +$93.6K ﹤0.01% 1268
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Powszechne Towarzystwo Emerytalne Allianz Polska
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $373M AUM 32.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

AssetMark Inc's UMBF Position: Q3 2026 in Review

AssetMark Inc increased its UMB Financial (UMBF) stake by 23% in Q3 2026, buying an estimated $93.6K and bringing the position to 3,512 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

AssetMark Inc first reported a position in UMBF in Q4 2023 and has held it in 12 quarters since. 212 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • AssetMark Inc held 3,512 shares of UMB Financial worth $457K as of Q3 2026.
  • AssetMark Inc bought 656 UMB Financial shares in Q3 2026, an estimated $93.6K.
  • UMB Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1268 holding.
  • AssetMark Inc first reported a position in UMB Financial in Q4 2023 and has held it in 12 quarters since.
  • 212 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.