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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
Q2 		$2.29M Buy
16,041
+685
+4% +$88K 0.02% 693
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 $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Atria Investments's UMBF Position: Q2 2026 in Review

Atria Investments increased its UMB Financial (UMBF) stake by 4.5% in Q2 2026, buying an estimated $88K and bringing the position to 16,041 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #693.

Atria Investments first reported a position in UMBF in Q2 2019 and has held it in 12 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Atria Investments held 16,041 shares of UMB Financial worth $2.29M as of Q2 2026.
  • Atria Investments bought 685 UMB Financial shares in Q2 2026, an estimated $88K.
  • UMB Financial made up 0.02% of Atria Investments's portfolio in Q2 2026, its #693 holding.
  • Atria Investments first reported a position in UMB Financial in Q2 2019 and has held it in 12 quarters since.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.