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Atria Investments’s UMB Financial UMBF Stock Holding History

Atria Investments’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 		$1.73M Sell
15,356
-1,446
-9% -$174K 0.02% 775
2025
Q4 		$1.93M Buy
16,802
+352
+2% +$39.9K 0.02% 737
2025
Q3 		$1.95M Buy
16,450
+677
+4% +$78K 0.02% 733
2025
Q2 		$1.66M Buy
15,773
+299
+2% +$29.8K 0.02% 805
2025
Q1 		$1.56M Buy
15,474
+7,068
+84% +$779K 0.02% 808
2024
Q4 		$949K Buy
8,406
+787
+10% +$91K 0.01% 1008
2024
Q3 		$801K Buy
7,619
+2,509
+49% +$245K 0.01% 1093
2024
Q2 		$426K Buy
+5,110
New +$419K 0.01% 1385
2020
Q1 		– Sell
-5,161
Closed -$354K – 1156
2019
Q4 		$354K Buy
5,161
+904
+21% +$60K 0.01% 919
2019
Q3 		$275K Buy
4,257
+521
+14% +$33.7K 0.01% 747
2019
Q2 		$238K Buy
+3,736
New +$246K 0.01% 835

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

Atria Investments's UMBF Position: Q1 2026 in Review

Atria Investments reduced its UMB Financial (UMBF) stake by 8.6% in Q1 2026, selling an estimated $174K and leaving 15,356 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #775.

Atria Investments first reported a position in UMBF in Q2 2019 and has held it in 11 quarters since. The position peaked at $1.95M in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Atria Investments held 15,356 shares of UMB Financial worth $1.73M as of Q1 2026.
  • Atria Investments sold 1,446 UMB Financial shares in Q1 2026, an estimated $174K.
  • UMB Financial made up 0.02% of Atria Investments's portfolio in Q1 2026, its #775 holding.
  • Atria Investments first reported a position in UMB Financial in Q2 2019 and has held it in 11 quarters since.
  • Atria Investments's UMB Financial position peaked at $1.95M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.