Atria Wealth Solutions’s UMB Financial UMBF Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$332K	Sell	3,147 -483	-13%	-$48.2K	0.01%	1108
2025 Q1	$368K	Sell	3,630 -441	-11%	-$48.6K	﹤0.01%	1363
2024 Q4	$461K	Sell	4,071 -1,455	-26%	-$168K	0.01%	1315
2024 Q3	$583K	Sell	5,526 -76	-1%	-$7.41K	0.01%	1166
2024 Q2	$469K	Buy	5,602 +14	+0.3%	+$1.15K	0.01%	1270
2024 Q1	$488K	Buy	5,588 +150	+3%	+$12.2K	0.01%	1280
2023 Q4	$456K	Buy	5,438 +1,996	+58%	+$140K	0.01%	1263
2023 Q3	$215K	Buy	+3,442	New	+$224K	﹤0.01%	1654

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's UMBF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its UMB Financial (UMBF) stake by 13% in Q2 2025, selling an estimated $48.2K and leaving 3,147 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #1108.

Atria Wealth Solutions first reported a position in UMBF in Q3 2023 and has held it in 8 quarters since. The position peaked at $583K in Q3 2024. 409 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

Atria Wealth Solutions held 3,147 shares of UMB Financial worth $332K as of Q2 2025.
Atria Wealth Solutions sold 483 UMB Financial shares in Q2 2025, an estimated $48.2K.
UMB Financial made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1108 holding.
Atria Wealth Solutions first reported a position in UMB Financial in Q3 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's UMB Financial position peaked at $583K in Q3 2024.
409 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.