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Avantax Advisory Services’s UMB Financial UMBF Stock Holding History

Avantax Advisory Services’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 		$364K Buy
3,458
+23
+0.7% +$2.29K ﹤0.01% 1776
2025
Q1 		$347K Sell
3,435
-315
-8% -$34.7K ﹤0.01% 1732
2024
Q4 		$423K Sell
3,750
-77
-2% -$8.9K ﹤0.01% 1558
2024
Q3 		$402K Buy
+3,827
New +$373K ﹤0.01% 1556

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's UMBF Position: Q2 2025 in Review

Avantax Advisory Services increased its UMB Financial (UMBF) stake by 0.67% in Q2 2025, buying an estimated $2.29K and bringing the position to 3,458 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Avantax Advisory Services first reported a position in UMBF in Q3 2024 and has held it in 4 quarters since. The position peaked at $423K in Q4 2024. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • Avantax Advisory Services held 3,458 shares of UMB Financial worth $364K as of Q2 2025.
  • Avantax Advisory Services bought 23 UMB Financial shares in Q2 2025, an estimated $2.29K.
  • UMB Financial made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1776 holding.
  • Avantax Advisory Services first reported a position in UMB Financial in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's UMB Financial position peaked at $423K in Q4 2024.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.