Atwood & Palmer’s UMB Financial UMBF Stock Holding History

Atwood & Palmer’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	$1.31M	Sell	9,166 -1,563	-15%	-$201K	0.07%	81
2026 Q1	$1.21M	Hold	10,729	–	–	0.07%	81
2025 Q4	$1.23M	Hold	10,729	–	–	0.07%	81
2025 Q3	$1.27M	Hold	10,729	–	–	0.07%	77
2025 Q2	$1.13M	Hold	10,729	–	–	0.07%	81
2025 Q1	$1.08M	Buy	10,729 +6,951	+184%	+$766K	0.08%	82
2024 Q4	$426K	Hold	3,778	–	–	0.03%	117
2024 Q3	$397K	Hold	3,778	–	–	0.03%	120
2024 Q2	$315K	Hold	3,778	–	–	0.02%	124
2024 Q1	$329K	Hold	3,778	–	–	0.02%	124
2023 Q4	$316K	Hold	3,778	–	–	0.03%	128
2023 Q3	$234K	Buy	3,778 +15	+0.4%	+$974	0.02%	131
2023 Q2	$229K	Hold	3,763	–	–	0.02%	139
2023 Q1	$217K	Sell	3,763 -669	-15%	-$54.4K	0.02%	137
2022 Q4	$370K	Hold	4,432	–	–	0.03%	119
2022 Q3	$374K	Hold	4,432	–	–	0.04%	117
2022 Q2	$382K	Sell	4,432 -2,462	-36%	-$223K	0.04%	112
2022 Q1	$670K	Hold	6,894	–	–	0.06%	98
2021 Q4	$732K	Hold	6,894	–	–	0.06%	94
2021 Q3	$667K	Hold	6,894	–	–	0.06%	91
2021 Q2	$642K	Hold	6,894	–	–	0.06%	96
2021 Q1	$637K	Hold	6,894	–	–	0.06%	92
2020 Q4	$476K	Hold	6,894	–	–	0.05%	100
2020 Q3	$338K	Hold	6,894	–	–	0.04%	107
2020 Q2	$355K	Hold	6,894	–	–	0.05%	96
2020 Q1	$320K	Hold	6,894	–	–	0.05%	97
2019 Q4	$473K	Hold	6,894	–	–	0.06%	87
2019 Q3	$445K	Hold	6,894	–	–	0.06%	88
2019 Q2	$454K	Hold	6,894	–	–	0.06%	91
2019 Q1	$441K	Hold	6,894	–	–	0.06%	86
2018 Q4	$420K	Buy	6,894 +6,262	+991%	+$406K	0.07%	86
2018 Q3	$45K	Hold	632	–	–	0.01%	184
2018 Q2	$48K	Sell	632 -4,160	-87%	-$320K	0.01%	182
2018 Q1	$347K	Sell	4,792 -50	-1%	-$3.75K	0.05%	96
2017 Q4	$348K	Sell	4,842 -2,908	-38%	-$214K	0.05%	103
2017 Q3	$577K	Hold	7,750	–	–	0.08%	81
2017 Q2	$580K	Buy	7,750 +7,400	+2,114%	+$542K	0.09%	81
2017 Q1	$26K	Hold	350	–	–	﹤0.01%	207
2016 Q4	$27K	Hold	350	–	–	﹤0.01%	209
2016 Q3	$21K	Hold	350	–	–	﹤0.01%	227
2016 Q2	$19K	Hold	350	–	–	﹤0.01%	228
2016 Q1	$18K	Hold	350	–	–	﹤0.01%	235
2015 Q4	$16K	Hold	350	–	–	﹤0.01%	290
2015 Q3	$18K	Sell	350 -150	-30%	-$7.91K	﹤0.01%	279
2015 Q2	$29K	Hold	500	–	–	0.01%	215
2015 Q1	$26K	Hold	500	–	–	﹤0.01%	222
2014 Q4	$29K	Sell	500 -200	-29%	-$11.3K	0.01%	228
2014 Q3	$38K	Hold	700	–	–	0.01%	218
2014 Q2	$44K	Buy	+700	New	+$41.7K	0.01%	196

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Atwood & Palmer's UMBF Position: Q2 2026 in Review

Atwood & Palmer reduced its UMB Financial (UMBF) stake by 15% in Q2 2026, selling an estimated $201K and leaving 9,166 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #81.

Atwood & Palmer first reported a position in UMBF in Q2 2014 and has held it in 49 quarters since. 100 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Atwood & Palmer held 9,166 shares of UMB Financial worth $1.31M as of Q2 2026.
Atwood & Palmer sold 1,563 UMB Financial shares in Q2 2026, an estimated $201K.
UMB Financial made up 0.07% of Atwood & Palmer's portfolio in Q2 2026, its #81 holding.
Atwood & Palmer first reported a position in UMB Financial in Q2 2014 and has held it in 49 quarters since.
100 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.